Banking on it: Customers, Big Data, and the Elusive Cross-Sell

[kreslik.news]

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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