, , , Home About Us Product News Contact Testimonials Blog Onboarding , First Impressions , and Successful Cross Selling Posted by Stewart Rose on Thu , February 23, 2012 We all know the phrase you only get one chance to make a first impression . This is never more true than with banks and credit unions today . Based on research completed by Truebridge , Cross Selling Success Factors one of the biggest problems that financial institutions face when it comes to cross selling is that they are seen narrowly as the place to go for transactions involving deposits and loans and not much more . How much easier would it be for banks and credit unions to cross sell if they were also seen as the place to go for so many other financial products that people buy as they move through life from sending