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Infographic: Cross-sell accounting services during busy season

March 9, 2014
Read Time: 0 min

Cross-selling accounting services to your existing client base is a more economically efficient way to increase revenue, as opposed to acquiring new customers. The AICPA estimates that it costs 11 times more to acquire a new customer than to keep an existing one.

The infographic identifies four steps to win new business from existing clients, as well as why busy season is the opportune time to do so. 

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Cross-sell infographic

About the Author


Raleigh, N.C.-based Sageworks, a leading provider of lending, credit risk, and portfolio risk software that enables banks and credit unions to efficiently grow and improve the borrower experience, was founded in 1998. Using its platform, Sageworks analyzed over 11.5 million loans, aggregated the corresponding loan data, and created the largest

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About Abrigo

Abrigo enables U.S. financial institutions to support their communities through technology that fights financial crime, grows loans and deposits, and optimizes risk. Abrigo's platform centralizes the institution's data, creates a digital user experience, ensures compliance, and delivers efficiency for scale and profitable growth.

Make Big Things Happen.