Identifying Cross-Sell Candidates - Brokerage to Deposit

Brokerage and wealth management departments can leverage WealthComplete to identify their best clients for cross-sell—those who already provide a high share of brokerage wallet, but who likely have significant deposit growth potential.

By cross-selling deposit products to a brokerage department’s best clients, a sample firm can expect to:

  • Increase AUM by approximately $4.5 million for every 1,000 households
  • Increase total AUM by approximately $1.13 billion
  • Expand the range of products held by customers 
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Determining the Opportunity & Creating Client Treatment Groups - Banking
Determining the Opportunity & Creating Client Treatment Groups - Banking

Determining the Opportunity & Creating Client Treatment Groups - Best Practices for Banking.

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Mergers and Acquisitions Handbook for Retail Bank Marketers
Mergers and Acquisitions Handbook for Retail Bank Marketers

Mergers and Acquisitions Handbook for Retail Bank Marketers. Understand your customers and evaluate your ne...