Items Tagged with 'engage'

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Crush the Cross-Sell: Eight Tips

CUs sometimes fail to exploit cross-selling’s full potential.
W. Michael Scott
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Make sure your cross-selling team is well-trained and understands the nuances of this task.
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Why CUs Should Think Like Game Designers

Games are fun, while personal finances are often boring or overwhelming.
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If misaligned incentives and boring experiences are the enemy of traditional financial services, gamification could be our hero.
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