Customer Data Analytics

Improving Cross-Selling in Corporate Banking Part 4: Better Track and Act Upon Significant Customer Events

Welcome to the last blog in our four-part series on cross-selling in corporate banking. This week I’m focusing on the role of integrated CRM in identifying opportunities for more business. More often than not, referral opportunities arise out of companyContinue Reading

crm-for-financial-services

Customer Data Management (CDM): What would you do with more … ?

When we’re wrestling with complex data management problems, prioritization is key.  But durability is paramount.  The time to recover from a mistake or failure can strike a blow and sometimes even derail an otherwise well structured, executing program.  The twoContinue Reading

cross-selling-corporate-banking2

Improving Cross-Selling in Corporate Banking – A Four Part Series Part 3: Leverage Extended Corporate Relationships in Global Account Planning

Welcome back to our four-part series on cross-selling in corporate banking. This week, we will explore how integrated CRM supports banks in their quest to maximize share of customer wallet. Growing revenues by filling gaps in existing accounts is aContinue Reading

CDAi

Improving Cross-Selling in Corporate Banking – A Four Part Series Part 2: Enable a Coordinated Opportunity Management Approach

Last week I spoke about the power of integrated CRM in creating a comprehensive customer view to drive revenues through cross-bank referrals. This week, I’m going to take it a step further and discuss how that holistic customer view canContinue Reading

Customer Exchange for Financial Services

Onboarding, Compliance and Data: Thoughts From The CEB Summit

I had the good fortune of spending 3 days at the CEB Financial Services Technology Summit in Boston last week. The event took place from Wednesday to Friday, which gratefully meant it was after the Boston Marathon and before PAXContinue Reading

enterprise-first-thinking

Improving Cross-Selling in Corporate Banking – A Four Part Series Part 1: Create a Shared View of the Customer

Cross-sell opportunities abound in corporate banks. The challenge is in identifying referral opportunities and passing them on to the right group or person in a different region or line of business. Over the next four weeks, I’ll discuss how integratedContinue Reading