The Challenges of Cross Selling and Collaboration in Commercial Banks 

Drive internal collaboration, identify product alignments & present unique solutions

Your bank is looking to capitalize on every cross-sell opportunity. But that is much easier said than done. Banks must drive internal collaboration, identify product alignments and present unique solutions that stand out from the competition.  

David O’Connell and Erika Baumann of Aite discuss their research “cross selling and collaboration between lending and treasury management groups within commercial banks.” Their comprehensive examination of the commercial bank landscape, will give insight on: 

  • An assessment of the current state of collaboration between treasury and lending 
  • Best practices for fostering stronger cross selling between treasury and lending 
  • Strategies to incent and motive a more collaborative culture

Watch On Demand ↓ Recorded June 27th, 2019

Shaalin Parekh Senior Market Development Manager Seismic Software (Speaker) 

Erika Baumann Senior Research Analyst Wholesale Banking & Payments Aite Group (Speaker)

Mike Sisk Contributing Editor American Banker (Moderator)

David O’Connell Senior Analyst Wholesale Banking Aite Group (Speaker)

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