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
