Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Financial Planning > Behavioral Finance

MarketSoft Launches Cross-Sales Software

Your article was successfully shared with the contacts you provided.

NU Online News Service, June 17, 12:29 p.m. – MarketSoft Corp., Lexington, Mass., is introducing an automated financial services cross-selling system.

The new software, Cross Sell Hub, is designed to automate referrals between the divisions of a diverse financial services company.

The software can, for example, generate referrals based on information from a bank’s loan department for the bank’s insurance department, MarketSoft says.

The system also helps track sales leads, directs leads to the most suitable marketing channel, and follows the sales process to its conclusion, MarketSoft says.

The company reports that FleetBoston Financial Corp., Boston, a large money-center bank, has already agreed to use the new system in its call centers.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.