Across
- 4. The visual model of a customer's journey to purchase
- 6. Any interaction between the bank and the customer
- 8. Attracting customers through helpful content and SEO
- 9. A new lead provided by a happy existing client
- 10. The emotional and visual identity of the bank
- 11. A person who has shown interest in a financial product
- 12. The collection of all products held by one client
Down
- 1. How quickly an asset can be converted into cash
- 2. When a prospect finally signs the loan agreement
- 3. Dividing the database by income or age groups
- 5. Encouraging a client to move to a premium account tier
- 7. The act of keeping existing customers active
