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In order to aggressively compete for business, banks need to offer multiple services to their customers. So, for employees of financial institutions, it's vital to understand the basics of cross-selling. In this program, we'll go over the sales process for bank professionals and discuss the differences between cross-selling and upselling, including the benefits to both sales strategies. We'll go over where to find these sales opportunities, touch on features vs. benefits, and talk about using technology to your advantage.
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