Cross-selling new services to customers who use your present ones has always been a source of new income to the bank. It's also a way of locking in your customer base.

Marketing professionals say people who use the bank for two or three services are unlikely to defect to another provider - unless they leave town.

Limited Time Offer

Save $400 off your subscription. Special offer ends April 30, 2017.

14-Day Free Trial

No credit card required. Complete access to articles, breaking news and industry data.