WEBINAR
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8 Steps To Improve Cross-Selling Webinar

CFT Credits: 0.25

If you don’t acquaint your customer with what you offer, your relationship with that customer is at risk!  Building a simple plan that reflects your culture, and targets the customer’s needs, keeps the account holder engaged and satisfied.

Webinar Description and Intended Audience

Many financial institutions want better cross-selling results but struggle to establish a results-oriented approach. When was the last time you looked at your products and considered how they can make your customer’s life easier? If you don’t acquaint your customer with what you offer, your relationship with that customer is at risk! Building a simple plan that reflects your culture, and targets the customer’s needs, keeps the account holder engaged and satisfied.

Your customers choose the products they want from the palm of the hand as they maneuver their search on their mobile phone. Why should they choose yours over your competitor’s? Today’s cross-selling approach calls for efforts to include social media channels, website updates. You need engaged and well-trained customer-facing teams, coordinated marketing actions and methods for measurement. This program will help you with these and many other options that can help elevate cross-selling results.

Covered Topics:

  • Benefits of cross-selling
  • Define and measure
  • Manage what you measure
  • Know the drivers of effective cross-selling
  • Cross-selling is more than lip service
  • Branch managers and marketing – two key players
  • Employee training and engagement
  • Recognition and reward

Who Should Attend?

The marketing and training personnel, branch leadership, and anyone responsible for developing customer-facing teams and those dedicated to customer acquisition and expansion.

Webinar Viewing Options

LIVE WEBINAR:                                              

INCLUDES 7 DAYS OF UNLIMITED ONDEMAND PLAYBACK!  With this option, you will participate in the webinar live, via the internet. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time.  And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:

With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it a very effective training tool. The OnDemand Video will be available to you (and anyone else in the company) for six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:

If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. You can pause, fast-forward and rewind as needed, which makes it an effective training tool.  With this option, you will receive a download of any applicable handouts and a CD-ROM (featuring the full-color PowerPoint presentation with audio) via regular mail. Mailed 7 to 10 days after the webinar takes place.

IN-HOUSE:                                                        

Webinars can be scheduled and offered exclusively for your company.  They can even be customized to best fit your needs.  To find out more, please complete the in-house request form found in the Schedule and Registration Information section below.

Continuing Education (CE) Credits

This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

Register Here!

Choose the viewing option that best suits your needs. Live Webinar times are shown as Eastern Time. You can choose to pay by credit card or invoice when you register. CFT Credit will be awarded to the registrant, unless directed otherwise (additional attendees can also receive credit for an additional fee). CFT Webinars are powered by Total Training Solutions!

Webinar DateStart TimeEnd DateEnd TimeViewing Options - See Descriptions AbovePrice
02/14/19CD-ROM Video Recording$345.00Order
02/14/1902:30 PM02/14/1904:30 PMLive Webinar$265.00Register
02/14/19Six Month On-Demand Recording$295.00Order
02/14/1902:30 PM02/14/1904:30 PMLive and On-Demand$365.00Register
02/14/1902:30 PM02/14/1904:30 PMLive, On-Demand, CD-ROM$395.00Register
AnyIn-HouseRequest