$100.00 / per hour
We will review memo/tracker type configurations, and the CBX Cross Sales configurations that can provide your team with the opportunity to track, and follow-up on conversations with members.
Additionally, we will discuss how incentives can be configured and tracked in CBX as well as how management can review the cross sales activity through the credit union.
We will also discuss how to effectively use the CBX Next Suggested Product toolkit as a visual stimuli for credit union staff to discuss opportunities with members.
60 minutes
Custom Training & Consulting
Credit union employees that are looking to take advantage of the CBX Cross Sales toolkit to inspire staff to have conversations with members, and/or credit union executives who are looking to alter or adjust an existing cross sales culture.
