FNBK 4210 Selling Financial Services
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Following are the requirements for effective cross-selling in financial services as per the course FNBK 4210 Selling Financial Services:
- Adopt a customer-centric view.
- Establish a single view of the customer.
- Build actionable buyer segments and personas.
- Create a scalable analytical engine targeted to specific, prioritized use cases.
The word "financial services" comprises many different things as per the course FNBK 4210 Selling Financial Services:
- Banking.
- Advisory.
- Wealth Management.
- Mutual Funds.
- Insurance.
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