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FMSI’s Chart of the Month – August 2012 Edition

August 2, 2012

Cross-Sell Ratio Chart

This month’s FMSI Chart of the Month is the FMSI’s Cross-Sell Ratio Chart.  Tracking, measuring, and managing a cross-sell ratio in the branch platform environment can be accomplished through FMSI’s on-demand sales reporting solution, the Lobby Tracking System. When an account holder arrives in the lobby the products/services they intend to purchase are recorded in the reporting tool and then throughout the sales process as additional products are sold this information is also captured. The system then prepares a cross-sell ratio.

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