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Commercial banking remains a highly profitable line of business for financial institutions. Relationship Managers within this business continually need tools to assist with cross selling and the coordinated delivery of services to achieve a true relationship management experience for their clients.
Additionally, up to 80% of closely held businesses are likely to change ownership in the next 15 years, further emphasizing the growing need to capture information on the integrated wealth management opportunity between Commercial Banking and Wealth Management divisions. Privately held business owners have been primary benefactors of significant wealth creation over the past decade and principals and executives of commercial banking customers are demanding seamless management of their commercial and personal financial business.
Cross selling within and between lines of business is taking on much greater importance for financial institutions.
Successful cross selling incorporates four primary components:
- Knowing your client (their needs, goals and priorities)
- Knowing your organization (product/sales opportunities and which product specialist to introduce into the relationship)
- A sales process that incorporates a straight forward, consistent sales and client management experience
- A sales management process that enables managers to monitor results and performance and drive accountability
ClienTracs is a cross selling, referral management and client management solution designed specifically for financial institutions that enables Relationship Managers to capture and prioritize financial goals, help identify cross selling opportunities, refer opportunities/involve the right specialist in the organization and manage the ongoing client relationship.
Find out more about how the ClienTracs System will help you improve relationship management and extend the value of your commercial clients.
View ClienTracs System Overview »
Request An Online Demo of ClienTracs »
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