evalueserve.com Case Study Access to customer data is essential for planning a successful cross-sell strategy. In retail banking, lack of access to centralized data creates unique challenges. Client Regional managers and financial advisors for a U.S. retail bank Industry Retail Banking Business Challenges 1. Efficient and secure distribution of customer data to financial advisors to enable the identification of cross-sell opportunities 2. Optimal tools to give regional managers optimal oversight of their financial advisors Evalueserve Solution Our experts created a self- service data visualization tool to identify the best cross-sell opportunities and generate individualized reports on customers and products. In addition, regional managers were given a

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