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KPIs- How do we measure success (Sales Scorecard (Qualitative…
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One Team World
High level overview of the client including strategy / investment preferences
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Overview of BLK priorities with the client
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• To enable business / channel leads to extract and filter specific information e.g. Steve Cohen for iShares and Dirk Schmitz for Germany
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Understanding of the client’s organisational structure
• To help us navigate the client and understand where we can leverage existing relationships to execute on key priorities
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• To enable Rachel and senior leadership to combine 1-3 above to have an easily accessible and accurate overview of the client ahead of meetings
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Data driven approach to identify trends, themes, opportunities in CRM everything needs to be tagged - themes, to run stats on it across priority clients