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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