Deep Selling vs Cross Selling: How Banks are Using AI and Analytics

At a sold-out CBA Live session, Dennis Devine of KeyBank, Bill Hippensteel of Commerce Bank, and George Noga of Ignite Sales, Inc. discussed the differences between deep selling and cross selling and how to engage and meet customers’ needs in the new digital world using AI machine learning.

Cross selling can often imply pushing products through campaigns or incentive systems that consumers may not need or want. Deep selling is an alternative approach focused on discovering the needs and circumstances of individual consumers, educating them about alternatives and making recommendations to improve their financial well-being. This session will explore the viability of deep selling, ways banks are using artificial intelligence and compliance, customer satisfaction and financial performance of this new approach.

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