HomeResearch Articles Cross-Selling and Upselling in Financial Services

Cross-Selling and Upselling in Financial Services

  • In financial services, cross-sell and upsell programs are often poorly differentiated
  • Sales typically coordinates cross-sell and upsell efforts with corresponding geographic or business unit sales teams, and marketing’s involvement is limited
  • Cross-sell and upsell program success requires a service-level agreement that establishes the complementary roles of sales and marketing
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