FOR IMMEDIATE RELEASE

Heywood Sloane
Bank Insurance & Securities Assoc.
(610) 989-9047 ext 17
heywoods@bisanet.org

Survey of Success Factors for Cross-selling Investment and Insurance Products at Financial Institutions in the United States

Wayne, PA — August 27, 2008: The Bank Insurance & Securities Association (BISA), in conjunction with Truebridge has conducted a survey which studied cross selling investment and insurance products at financial institutions in the United States. This research probed several dimensions of the cross selling environment across different areas within financial institutions including managers and investment / insurance sales people.

The results reveal what participants feel are the most important factors to successful cross selling and how their institution is delivering on those factors. It also identifies the differences in how these success factors are ranked between managers and sales people and what action steps would most improve cross selling.

A copy of the survey results can be obtained at no charge by going to www.truebridge.com/survey-1. Institutions that participated in this survey can obtain a report that benchmarks their results against industry averages.

Truebridge, Inc., is a Boston, Massachusetts based marketing company that created the Cross Sell Advantage education- based marketing system. It provides financial institutions with a cost effective way to improve their cross-selling capability to individual and business customers. More information is available at www.truebridge.com.

The Bank Insurance & Securities Association (BISA) is the Association of choice for firms and financial professionals who wish to successfully engage in the distribution of integrated financial services including investments and insurance through depository institutions. Its mission is to support member firms and financial professionals within depository institutions by building a community and providing forums to enhance their professionalism, knowledge, and productivity to help them best serve their clients with a broad array of financial solutions.