Jeffrey Holik published in BISA Newsletter: Cross-Selling Remains a Key Strategy for Banks, So Let’s Get It Right

December 16, 2016

Jeff Holik and Renee Kramer were published in the December 2016 issue of OneSource, the monthly newsletter of the Bank Insurance & Securities Association.  The article discusses recent actions taken by regulators in response to cross-selling activities by banks.  The authors explain the regulatory concerns and provide practical guidance on how financial institutions engaging in  cross-selling can stay out of the regulatory cross-hairs.

Click here to read the article.