Cross-selling for investment banking products – Improving revenue and retaining customers

About Course

With this automation we will kick it up a notch to reach segments of your current clients that may sound less attractive in terms of revenue on a lower scale, but with automation, we can reach new levels, and open new growth avenues for your company.


It is not a secret that cross-selling is the fastest, most profitable path to incremental revenue growth. While the concept of cross-selling has remained relatively unchanged, the practice has evolved.

The basic idea of this automation is very simple. You will send periodical educational communications about the basics of investment throughout a whole year so prospects can self-nurture, clear frictions, and move to a sales-ready stage.

Then, when your customers are ready to purchase the new product, your institution will be at the top of their minds. But more than that, with this automation you will have a tool to identify that right moment of readiness for conversion.

What Will I Learn?

  • Cross sells investment products for your customers that have other products
  • Long term Lead Nurturing and follow up communications to keep your brand top of mind
  • Sends periodical educational content about the product
  • Monitors customer's interest in content
  • Automatically send a email and /or SMS to the executive when the lead is ready to buy
  • Sends the lead the contact information of their assigned account executive

Topics for this course

11 Lessons


What is this automation and what does it do?00:01:02
We’ve added example content for all parts of the automation

The whole picture of this automation template

Importing the templates

Configuring the automation

Activating the automations

Adding segments to a contact list


Material Includes

  • Video tutorials
  • Templates codes for importing


  • You need a DANAConnect account. If you don't have one enter here and create an account.

Target Audience

  • Banking Marketing Departments
  • Banking Sales department
  • Innovation and Transformations divisions