CFMP Practice Questions - Certified Financial Marketing Professional (CFMP) Exam

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A CMO wants to identify households that already use the bank for business deposits so bankers can cross-sell merchant services and treasury products. Which data capability is most useful?

A page-view heat map from the public website An integrated CRM or MCIF household relationship file A quarterly unaided brand awareness survey County population growth estimates

Correct Answer:

An integrated CRM or MCIF household relationship file

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