What are the best and cross-sales practices to drive ROE and ROA?

Discover what Credit Unions and Banks measure to drive sales and Attrition and cross-selling in Banks.

• How do they reward sales performance?
• How frequently do they manage sales performance?
• What KPIs are they relying on?
• How advanced are their sales management capabilities?
• What are the barriers to achieving best practices?

This short video gives you answers to those questions and more based on research sponsored by FlowTracker Analytics and FMS. The accompanying deck provides fuller detail into the precise metrics used including the reporting dimensions, ratios, and measures, all analyzed in the context of ROA and ROE.

If sales and attrition and cross-selling in Banks are part of your growth strategy, we recommend you check it out!

FlowTracker Analytics partnered with theFinancial Managers Society to conduct research into current Sales Measurement and Management practices to discover what works in Banks and Credit Unions.

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