Industry update: The status of cross selling and collaboration in commercial banks

Your bank is looking to capitalize on every cross-sell opportunity. But that is much easier said than done. Banks must drive internal collaboration, identify product alignments and present unique solutions that stand out from the competition.

Register today and join Aite Group senior analysts David O’Connell and Erika Baumann to discuss their research “cross selling and collaboration between lending and treasury management groups within commercial banks.” Their comprehensive examination of the commercial bank landscape, will give insight on:

  • Key strategies for driving internal collaboration
  • Ways to identify customer interests and cross sell opportunities
  • Best practices for cross-selling presentations​​​​​​



June 27, 2019
Thursday, June 27, 2019 | 2 p.m. ET

Erika Baumann serves as a senior research analyst for Aite Group’s Wholesale Banking & Payments practice, focusing on payables and receivables technology and solutions. She has over 10 years of experience in the wholesale banking space, bringing expertise from both banking and fintech vendor positions. She has worked extensively with both U.S. and international banks, vendors, and the clients of each to identify market opportunities and implement technology solutions.

David O’Connell is a senior analyst with Aite Group’s Wholesale Banking team, where his primary coverage area is lending. A former commercial lender of 14 years, Mr. O’Connell brings to his lending coverage extensive hands-on and granular knowledge of banks’ challenges in building businesses that lend safely, cost-effectively, and at scale. Broadly scoped, Mr.