UBM: TECH DIGITAL RESOURCE LIBRARY

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

by NexJ

Authored on: Jul 23, 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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