Increasing Cross-Sales at New Account Openings (NAOs) with Brand New Customers (“The NAO Process”)

Teaches participants how to provide consultative selling techniques to increase cross-selling results and company profits.

The objective of this solution is to maximize appropriate and ethical cross-selling at brand new client account openings for the sake of clients and employees.  For clients, the NAO Process will ensure that they have essential financial products and services necessary to appropriately manage and prosper in their financial lives from the very beginning.

Employees benefit because they are able to master the skill set that not only applies at new account openings, but also to cross-selling with existing clients. This builds employee confidence, job satisfaction, and success in meeting and exceeding sales goals.

The NAO Process leverages Cohen Brown’s revolutionary learning and embedding tool called ProPractice℠ and is composed of three elements:

  • ProPractice Modules: to build employee capability, confidence, and success in Increasing Cross-Sales at New Account Opening.
  • Manager Workshop: to teach the proven best practices for Leading and Managing Increasing Cross-Sales at New Account Opening.
  • Consulting: to prepare the organization for successful implementation of Increasing Cross-Sales at New Account Opening and support success throughout the life of the engagement with Cohen Brown

Click here to learn more about Increasing Cross-Sales at the New Account Opening (NAOs).

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