UBM: TECH DIGITAL RESOURCE LIBRARY

Driving Organic Growth Through Referrals: Identify, Reward and Capitalize on Cross-Bank Referrals

by NexJ

Jul 18, 2012

Download More and more, financial services organizations are focusing on driving revenue growth by selling more products and services to existing clients. This has caused a shift in the referral management paradigm, from advisors and bankers mining their books of business for new clients to organizations leveraging existing customer bases for cross-bank and cross-product referrals.

Learn how next generation CRM can drive the success of an enterprise wide referral management program by:

- Identifying opportunities to sell additional products to a client or household
- Timely routing of referrals to the right person
- Ensuring a consistent customer experience across lines of business
- Incenting staff and enabling effective management oversight across lines of business
- Supporting regulatory and privacy requirements


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