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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> checking accounts

Cross-selling not producing expected results: Aite Group

Posted by RJ and Makay on Sep 12, 2011

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U.S. banks have been pushing wealth management personnel to sell investment products to credit card and mortgage customers, but are not getting the results they had hoped for from these cross-selling efforts.  Aite Group’s first quarter survey of 75 bank financial advisors found that 33% of financial advisors said they generated no revenue from internal referrals.