We’ve Cracked the Code on Cross-sell. Let Us Prove It!
Wednesday, April 20, at 1:00 p.m. central time
Session Description
Why do credit unions miss out on cross-sell opportunities? Lack of personalization, department silos, and disparate systems are often the culprits behind members’ wandering wallets.
In this webinar, you will learn the importance of cross-sell in 2022 and how to seize those opportunities by leaning into data analysis, broadening communication, prioritizing customer education, and developing engaging member experiences. With the strategies discussed in this webinar, you will attract new prospects and retain your current consumer base.
By registering for this event, you submit your information to the webinar organizer and sponsor, who will use it to communicate with you regarding this event and their other services.
Speaker
J.J. Slygh
Member Experience Consultant
Total Expert
J.J. Slygh brings over 20 years of financial marketing experience, including 10 years at a $2B financial institution near Minneapolis, MN, where he served as the VP of Marketing & Creative. In addition to developing the vision and strategy for the marketing team to drive account acquisition and cross-sell opportunities, he was closely involved with the implementation of marketing technology solutions including CRM, marketing automation, mobile banking apps, and SMS platforms.
Total Expert is a fintech software company that delivers purpose-built CRM and member engagement for credit unions and other modern financial institutions. The Total Experience Platform unifies data, marketing, sales, and compliance solutions to provide a cohesive experience across the member lifecycle. Total Expert turns member insights into actions to increase loyalty and drive growth. Total Expert website
