banking and financial services
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Research & Intelligence
With the potential loss of current clients as a result of the introduction of RDR, our client required the identification and verification of new future prospects. This was carried out by performing in-depth market intelligence on prospects supplied by our client.
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Wealth Management
Introducing prospects to the client’s wealth platform proposition and to arrange quality, qualified appointments with senior executive decision makers.
Read morePosted in banking and financial services, Uncategorized Tagged Banking & Financial Services Tag, Financial Services Comments Off
