Original price was: $100.00.$50.00Current price is: $50.00. / per hour
We will review memo/tracker type configurations, and the CU*BASE 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 CU*BASE as well as how management can review the cross sales activity through the credit union.
We will also discuss how to effectively use the CU*BASE Next Suggested Product toolkit as a visual stimuli for CU staff to discuss opportunities with members.
60 minutes
Custom Training & Consulting
Credit union employees that are looking to take advantage of the CU*BASE Cross Sales toolkit to inspire staff to have conversations with members, and/or CU executives who are looking to alter or adjust an existing cross sales culture.
