The Key Cross-Selling Platform To Growing Wallet Share

Story As Published in the Michigan Bankers Association mbaBanking Magazine

By Kirk King, President of Halo Programs, Inc.

The mortgage process collects in-depth financial and demographic information about customers. Use it as a foundation to build on the relationship. It’s often a perfect time to identify cross-selling opportunities of various shades and colors.

Cross-selling is pivotal to growing wallet share and profitability.

Increasing the share of a customer’s wallet boosts long-term customer loyalty and engagement, meaning they’re less likely to defect.

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