Cross-Selling Financial Products (Cards, Loans)
Identifying opportunities to offer additional financial products to existing customers based on their needs and financial profile.
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Why It Matters
AI generates product recommendations and propensity scores, but the trust-based conversations that convert recommendations into accepted products remain a distinctly human skill in financial services.
How to Get Started
Earn the FINRA Series 6 or relevant banking license, study needs-based selling frameworks, and practice using CRM-generated insights to guide customer conversations.
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