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.
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