With all the billions of dollars spent on product bundling, predictive analytics, campaigns, financial needs analyses, and training, etc. to increase cross-selling in banking...
The industry average for total product/service sales at New Account Openings with Brand New Customers (NAOs) is just 1.3!
As average brand new customers need at least 4-8 products/services to properly run their financial lives, even banks with NAO numbers as high as 3.5 are underperforming.

WE HAVE THE SOLUTION!

The industry average for customers who walk away with more than one product/service at NAOs is only about 34%.
WE HAVE THE SOLUTION!
OUR SOLUTION DELIVERS PROVEN RESULTS
Cohen Brown’s consultative, needs-based and ethical NAO Cross-Selling Process (NAO Process) is proven to increase your sales at NAOs by about 1.2 to 3.5 products/services!

So using 2.0 as an average...
If your baseline is 1.3, we’ll get you to 3.3
If your baseline is 4.3, we’ll get you to 6.3 plus
...at the very first contact with brand new customers.
In fact, one of our NAO Process clients has already exceeded 8.1 products/services sold at NAOs.


Cohen Brown’s NAO Process increases new customers who walk away with more than one product/service to 75%+.
THE REALITY…

When bankers are competent and confident at cross-selling and maximizing needs met at NAOs, they increase their cross-selling to existing customers as well.
The majority of cross-sales happen early in customers' first year with a bank, and the sooner customers acquire additional products/services, the less attrition.
Once bankers experience Cohen Brown’s NAO Process, their reluctance to sell multiple products/services at single customer interactions is significantly reduced.
Furthermore, Cohen Brown NAO Process synergistically engages Bankers, Tellers/CSRs, and Managers in improving customer outcomes.
New and existing customers have a superior customer experience because of the Cohen Brown NAO Process.
IF YOU CAN’T GET CROSS-SELLING RIGHT AT NEW ACCOUNT OPENINGS WITH BRAND NEW CUSTOMERS, YOU’LL NEVER GET IT RIGHT WITH EXISTING CUSTOMERS!
The Cohen Brown NAO Process Assures that Bankers Get It Right!
Experience immediate results
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