Financial Marketing and Cross Selling Blog
New survey by Truebridge, Inc., in conjunction with the Bank Insurance & Securities Association (BISA)
New survey by Truebridge, Inc., in conjunction with the Bank Insurance & Securities Association (BISA), on cross-selling investment and insurance products at financial institutions in the United States.
Truebridge, in conjunction with the Bank Insurance & Securities Association (BISA), is conducting a survey, which studies cross-selling investment and insurance products at financial institutions in the United States. This research will probe several dimensions of the cross-selling environment across different areas within financial institutions including management, marketing, branch employees and investment and insurance sales people.
The results will enable them to benchmark their institution against industry results and identify internal gaps between the perception and reality of what is working and what is not. It will point them toward the most important action steps that could be taken to make improvements. This survey is the first part of a series of surveys being developed by Truebridge. Other surveys to be released will cover institutions that offer trust services and institutions that own insurance agencies that sell P&C and Group Benefits to their commercial clients. For more information about this study, or if you would like your institution to take part in the survey please contact Jenna Baran at 800-476-6118.
Launched new features to the Cross Sell Advantage system to help enhance both employee usability and referral opportunities.
Truebridge launched new features to the Cross Sell Advantage system on Monday, June 2nd 2008 to help enhance both client usability and referral opportunities. Below is an outline of the new features for various aspects of the system:
Reporting
1. Contact Reporting
a.) A new drop down in the reporting console will develop a full report of all the contacts in the Financial Answer Center. Please contact your account manager if you do not have the information on how to access your reporting console.
b.) This will make it much easier to keep track of who is in charge of locations and content inside the system.
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