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 
Previous Article
Discretionary Spending by Age Tier
Discretionary Spending by Age Tier

A few years back, we took a look at the distribution of discretionary spending across age tiers. Has spend...

Next PDF
WealthGauge for Financial Advisors
WealthGauge for Financial Advisors

Empower financial advisors with wealth-based client scoring, integrated with Salesforce.