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The Ideal Account Statement Study
The Potential Value for the Customer, the Investor, and the Bank
The account statement is the primary customer touch point for financial services firms, yet few of them take advantage of this to effectively cross-sell and up-sell their clients. In a recent study it was revealed that 32 percent of customers indicated they would buy additional products if the marketing messages and offers on their account statements met their needs. To learn more about this study and the key characteristics of “the ideal account statement,” click on the study offer.
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