Category Archives: Financial Services

August 7th, 2014

Cross-selling Effectively into the Crosswinds of Financial Services

cross-selling-effectively

Cross-selling Effectively into the Crosswinds of Financial Services

It is said that oak trees grow strong in contrary winds. In the crosswinds of deregulation and re-regulation, financial institutions have gotten bigger, more complex, and more attuned to risk. As they turn up the pressure to drive revenue, cross-selling effectively takes on new levels of urgency and complexity. So, how does a client-facing professional stay grounded in these crosswinds while still advocating for his or her clients?

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March 11th, 2013

Essential Social Media Issues Companies in Financial Services and Regulated Industries Must Consider

Few people need to be convinced of the prevalence of social media and the opportunity it presents to connect with and open a dialogue with friends — or in the case of businesses, buyers and influencers. What is less certain, however, is how some industries — especially those that are strictly regulated — can go about adopting and deploying a social media strategy.

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