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Looking for Valuant? You are in the right place!

Valuant is now Abrigo, giving you a single source to Manage Risk and Drive Growth

Make yourself at home – we hope you enjoy your new web experience.

Looking for DiCOM? You are in the right place!

DiCOM Software is now part of Abrigo, giving you a single source to Manage Risk and Drive Growth. Make yourself at home – we hope you enjoy your new web experience.

Looking for TPG Software? You are in the right place!

TPG Software is now part of Abrigo. You can continue to count on the world-class Investment Accounting software and services you’ve come to expect, plus all that Abrigo has to offer.

Make yourself at home – we hope you enjoy being part of our community.

Maximizing Your Financial Institution’s Cross-Selling Potential

Cross-selling is by no means a new sales strategy. However, financial institutions have evolved in their approaches to get customers or members to purchase additional products or services. Aggressive, high-pressure sales tactics have subsided, as have in-person interactions in bank branches.

With fewer in-person opportunities to identify and offer additional products and services, savvy community financial institutions are finding ways to bring together tried-and-true cross-selling strategies with new technologies and tactics.

Read this whitepaper to learn: 

  • Why cross-selling makes sense
  • How to refresh old cross-sell practices at your institution
  • How technology can be leveraged to facilitate cross-selling