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1. Yo u r C o m p a n y N a m e
Product Cross Selling

2. Agenda
2
To generate 5 % growth in revenue generation by
Q2 2019
Agenda 1
To introduce Cross Selling Technique
Agenda 2
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Agenda 3
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Agenda 4
Write down your
agenda to be discussed
in meeting

3. 3
Table of
Content
Problem Statement
Financial Highlights
Product and Services
Sales Projection
Challenges and Solutions
KPI Dashboard
Our Sales Strategies
› Current Sales Strategies › Future Sales Strategy
Cross Selling
› Cross Selling Techniques
› Customer Segmentation
› Value Propositions table
Industry Scenario
› Current Trends in Banking › Key Statistics
Training
› Objective › Training Modes

4. 4
Problem Statement

5. Problem Statement
Here you can list down the problems currently faced by your Bank
In this slide you can
write down all the
problems currently
faced by your Bank
Less Revenue Generation in Fiscal Year 2018
Less Customer Retention Rate
Unhealthy Customer Relationship
Add Text
Add Text
5

6. 6
Financial
Highlights

7. Financial Highlights
7
This slide gives the highlights of your Bank performance based on different financial parameters
Sales
YOY Sales Growth
Gross Margin %
Operating Income
Net Income
EPS (Diluted)
Operating Cash Flow
$35.9 $49.1
+16% +37%
83.9% 82.7%
$7.4 $13.0
$2.6 $6.9
$0.14 $0.31
$5.9 $8.0
2020 2019
This slide provides the
data of YOY sales
growth, Gross margin,
Operating income, Net
income, EPS and
Operating cash flow of
your bank

8. 8
Banking Products
and Services

9. Banking Products and Services
9
Here you will list down all products and services that your bank is offering to the customers
Product /
Services
Individual
Banking
› Savings accounts
› Debit and Credit cards
› Wealth Management
› Add text
› Add text
Business
Banking
› Business Loans
› Treasury Services
› Merchant Services
› Add text
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Digital
Banking
› Online Banking
› Text alerts
› Mobile check deposits
› Add text
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Loans
› Personal loans
› Business loans
› Home equity loans
› Add text
› Add text
This slide displays
various products and
services offered by
your Bank

10. 10
Industry Scenario
› Current Trends in Banking
› Key Statistics

11. Current Trends in Banking
11
This slide gives the information about current trends in banking industry
Serving a Segment
of One
Banking organizations will provide
personalization to customers that
involves clustering a customer base
with advanced criteria, where
human-centric, design-thinking
pillars and CRM tools help banks
and credit unions match needs to
solutions in real-time
Expansion of
open Banking
Open banking application
programming interfaces (APIs)
accelerate innovation and
collaboration, leading to expanded
banking ecosystems that emphasis on
consumer value proposition and to
make a consumer’s lifestyle better
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This slide shows the
current trends of
Banking Industry

12. Key Statistics
12
Here you can write down about the current statistics of cross selling
By opting cross
selling technique, the
customer retention
rate of banks get
increased by 43%
in USA
With cross selling
technique, a reduction
of 15 % in Bank
operating cost was
measured globally in
the FY 2018
After introducing cross
selling technique, the
customer relationship
management (CRM)
system in banks get
boosted, resulting 22%
increase in customer
conversion rate
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Globally 30% of
Banks have opted
cross selling technique
in FY 2018
This slide displays the
key statistics on
introducing Cross
selling technique

13. 13
Our Sales Strategies
› Current Sales Strategies
› Future Sales Strategy

14. Current Sales Strategies
14
In this slide you can list down the current sales strategies that are opted by your bank
Bank Campaigns
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Through Net Banking
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Add Text Here
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Direct Selling
› Add text here
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Sales Agent
› Add text here
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Write down the current
sales strategies that
are opted by your bank

15. Future Sales Strategy
15
Here you can list down different cross selling strategies that will be adopted by your bank in future
Complementary Service Strategy
› In this strategy, the customer will get the debit card and net banking services at
free of cost on the opening of new savings account in the bank.
› Add text
Bet on your Taste Strategy
› If a customer wants a term life insurance Policy, the salesperson can suggest
him/her about bank’s different policies based on the taste.
› Add text
Automatic Cross-Selling Strategy
› At online platform, similar products will be offered to the existing customer based
on their previous purchases or buying habits.
› Add text
Complementary or Similar Product Strategy
Sold Separately Strategy
› Add text here
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Cross Selling
Strategy
This slide shows
different forms of cross
selling strategy that
your bank will adopt in
future

16. 16
Cross Selling
› Cross Selling Techniques
› Customer Segmentation
› Value Proposition Table

17. Cross Selling Techniques
17
In this slide you can write down about different cross selling techniques your bank will use to sell various products
This slide displays the
cross selling
techniques your bank
will use to sell various
products
In this technique the
salesperson will offer
a package deal to
customer
In this technique the
customer is offered
with a free service on
purchase of any
product.
Here the salesperson
will tempt the
customer to spend a
bit more in order to
get reward
Here the salesperson
suggest the customer
to purchase
complimentary
product
Add text here Add text here
Bundling
Products
Combine Products
& Services
Incentivize Complementary
add-ons
Add Text Here Add Text Here

18. Customer Segmentation
18
Here you will do segmentation of your existing customers based on various parameters
Customers Income Status Region Add Text Here Add Text Here
Young
Professional
(18 < Age <30)
$ XXXXX California Add text here Add text here
Married
Professional
(30 < Age <45)
$ XXXXX Ohio Add text here Add text here
Empty nesters
(45 < Age <60)
$ XXXXX Houston Add text here Add text here
Retired
(Age > 60)
$ XXXXX Texas Add text here Add text here
In this slide, you will do
customer segmentation
based on Income
status, Region

19. Customer Segmentation (Cont…)
19
In this matrix you will place the right customer in right category after doing segmentation In this slide you will
place down the
segmented customers
in the matrix according
to their fit
Digital
Maturity
Savvy
Not Savvy SavvyFinancial Maturity
Prefer to manage many
aspects of their life with
digital technology
Digital Stars
28%
Both digitally and
financially savvy
Pros
21%
Least in control of
finances and least
comfortable
transacting online
Traditionalists
34%
Comfortable with financial
self-management, but
don’t particularly favor
using digital channels
Financial Stars
17%

20. Value Proposition Table
20
For Our Product Description Ideal for Add Text
Digital Stars Product B Add description Add text Add text
Pros Product A & B Add description Add text Add text
Traditionalists Product D Add description Add text Add text
Financial Stars Product A Add description Add text Add text
This table explains about the ideal products your bank will offer to existing customer
Key Criteria
Write down the
products with
description that your
bank will offer to ideal
customers

21. 21
Training
› Objective
› Training Modes

22. Objective
22
In this slide you can write down the objectives of cross selling training your bank will conduct
To help salespeople in learning the cross-sell process, which includes recognizing cues,
creating the right team, gaining the appointment, the cross-selling dialogue, resolving
tough objections, following-up and closing the business.
To strengthen the ability of the sales team to position and leverage the organization’s
broad range of resources to meet client needs.
To help salespeople to think “big picture” about their client’s needs and think
how to fulfill it.
To provide the skills and techniques to sell deeper into a client organization by more
effectively engaging executives in strategic cross-selling dialogues.
Add text here
List down the objectives
of cross selling training

23. Training Modes
23
Here you can list down the different modes though which your bank will provide the training
Online Employee Training
› Webinars
› Technical Skills Development Training
› Add text
› Product and services training
› Soft Skills Development Training
› Add text
Onsite Employee Training
In this slide, you will
explain about the
modes your bank will
use for giving training

24. 24
Sales
Projections

25. Sales Projections
25
This slide give the information about the current and future sales projection of your bank
0
20000
40000
60000
80000
100000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Salesrevenuein$Million
Current
Future
This slide shows the
current and future sales
projection of your bank

26. 26
Challenges &
Solutions

27. Challenges and Solutions
27
Here you can write down the various challenges your bank will face and solutions to overcome them while implementing cross selling
Solutions
› By introducing a Client experience (CX) playbook, as it will allow the firm to
operationalise any CX initiatives and also provides a roadmap for employees.
› By integrating a Voice of Client (VOC) program into a particular project or
service delivery process.
Lack of trust
Challenges
Fear of being perceived
as Salesy
Add text
› Active listening with constructive note will help the employee to stay
connected with client, when they discuss about their priorities and goals.
› By creating a mental image of what the client is saying adds another layer of
depth to employee understanding.
› Add text here
› Add text here
Write down the
challenges your bank
will face while
implementing cross sell
technique and solutions
to overcome them

28. 28
KPI Dashboards

29. Product Sales Performance KPI Dashboard
29
Here you can show the product sales performance of your bank by various statistics
$325
$187
$165
$125
$106
Product 1
Product 2
Product 3
Product 4
Product 5
Top Product in Revenue (K) Online vs In-Store Purchases (2015-2020)
0
200
400
600
800
1000
1200
1400
2015 2016 2017 2018 2019 2020
Online In-store
$0 $5,000 $10,000 $15,000 $20,000
Adwords Email Banner Ads Social Ads
Incremental Sales by Campaign
0%
50%
100%
Jul Aug Sep Oct Nov Dec
Purchase Labour Lease
Cost of Goods Sold
This slide gives the
information about
product sales revenue,
online and in-store
purchases and cost of
goods sold

30. Sales Performance KPI Dashboard
30
This slide displays the information about net sales, product inventory, weekly sales and purchases by region
10%
YTD Sales VS Yr (SM) Net Sales VS Last Yr (SM)
50%
Net Sales VS Last Yr (SM)
65%
Product Inventory Weekly Sales Purchases by Region
22%
20%58%
Europe
Latin America
North America
0
20
40
60
80
100
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Performance Vs Quota
0
120
200%
$120.14
$90.25
$40.15
Product 1
Product 2
Product 3
In this slide you can
show the information
of net sales, product
inventory, weekly
sales and purchases
by region

31. Product Cross Selling Icons Slide
31

32. Additional Slides
32

33. Cross-Sell Grid
33
Acquisition
Product
Credit
card
Current &
Savings
Deposits
Time
Deposit
Auto
Loan
Mutual
Funds
Other
Investments
Home
loan
Personal
Loan
Customers
Cross-sell
Penetration
33,915 - 14,583 7,914 495 5,966 196 639 4,122
43% 23% 1% 18% 1% 2% 12%
Credit Card
Current and
Savings Deposits
Time Deposit
Mutual Funds
Personal Loan
Cross
Bought/sold Products

34. About Us
34
Professional
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Creative
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Talented
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35. Dan Tarkist
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Ana Mes
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John Foe
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Our Team
35

36. Financial
36
75%
89%
40%
Maximum
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Medium
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37. Timeline
37
2016
2017
2018
2019
2020
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38. Idea Generation
01 Idea
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02 Idea
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38

39. Location
39
22.2%
77.8%
40.7%
59.3% 54.1%
45.9%
China
AustraliaIndia
Facebook
Users
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40. Venn
40
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41. SWOT
41
S
Strength
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W
Weakness
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O
Opportunity
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T
Threat
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42. Thanks for
Watching Us
42
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Email Address
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Contact Number
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