The Pocket Guide to Financial Products and Services: Product Information/Customer Profiles/Cross-Selling Checklist Book

The ultimate guide to selling and cross-selling your financial institution's products. A full variety of financial products and services are detailed, helping you target customers and always plan ahead in building the relationship. The Pocket Guide to Financial Products and Services gives you access to essential information on each product: the Product Description lists the characteristics and uses of each product, helping you to meet the needs of each customer as well as develop solutions; the Customer Base identifies the potential users of the product, offering detailed descriptions including age, income, occupation and others; the Cross-Sell automatically identifies the other products that a customer might be interested in, leading you into one prospective sale after another. Each section devotes space for notes on product names, rates, terms, contacts and other information specific to your financial institution, making it an ideal resource for training, self-study, and frontline use.