Would you like to know what the Cross-sell/Upsell tab reveals about client potential?

Would you like to know what the Cross-sell/Upsell tab reveals about client potential? 

The Cross-sell/Upsell tab highlights two high-value client segments: 

  • Clients with High Cash — showing Client Code, Client Name, Last Traded Date, and Cash Balance, helping Authorised Persons identify clients sitting on idle funds ready to be deployed. 

  • Clients with High Net Worth — showing Cash Balance and Collaterals alongside client details, helping Authorised Persons spot clients with substantial overall value who may be candidates for premium products or services. 

With real, updated figures, this tab helps APs prioritize their highest-potential clients for tailored cross-sell conversations, rather than treating the entire client base the same way. 

See it in action — watch a quick walkthrough of this feature below. 

Find Your Cross-Sell Potential 

Identify clients with idle cash or high net worth in one view and target with the right product at the right time. 

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