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This article was written by Jason Demby, the Director of Business Development, Financial Services at Datameer.
As financial services institutions grow and diversify, the term cross-sell is often cited as a driver for that growth and diversification. The retail banking relationship with a customer will surely lead to the firm’s service of their personal investment accounts and mortgages, which will in turn lead to support of that person’s company IPO or M&A activity.
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Does this actually happen? Sometimes – but not as often as ... (read more)