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The constantly changing vendor landscape in Client Development & Intake

The constantly changing vendor landscape in Client Development & Intake
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10 Nov 2021 12:00 - 14:00

WEBINAR Host: If you are interested in hosting this event then please contact us

Presenters: Michael Warren VP, CRM Practice, Wilson Allen 

Registration and lunch 12 noon with a speaker start of 12.30pm to approximately 2pm

One of the most striking changes has been firms changing their client on-boarding processes.  Breaking down the traditional silo that has existed between CRM and client intake - firms are looking at ways to capture information before, during and after client on-boarding. 

This has also uncovered issues with the quality and reliability of conflicts data and obtaining a golden source of truth of company and entity data for both risk and business development. 

During this in-person session, Wilson Allen will expand on the challenges of creating a client-centric vision for data management across the entire life-cycle, the technologies that are emerging to help,  and the implications that these changes have on how everyone, not just those in marketing and business development, need to think about data governance and strategy.

 

Michael Warren , VP of Wilson Allen’s Client Development & Intake practice, has dedicated his career to helping professional services firms successfully implement CRM. In his role at Wilson Allen, Michael helps firms identify the critical success factors for their CRM and then implement simple, practical, and realistic measures to achieve them.

 

Event price: £130 + VAT   

Members receive a 50% saving on the full price and pay £60 + VAT  

To register for a place please email gail.jaffa@psmg.co.uk or telephone  +44(0)7956 443745  

 

Terms of Booking and Cancellation Policy  

Receipt of your booking indicates acceptance of liability to pay the attendance fee. Cancellations received in writing more than 7 days before the seminar will be refunded, less £10 administration fee. We regret that no refunds are allowed for cancellations or transfers within 7 days or for non-attendance. PSMG reserves the right to refuse admission if payment is not received prior to the event.

Important note: The booking email constitutes a legally binding contract. It may be necessary for reasons beyond the control of PSMG LLP to change the content and timing of the programme, the speakers, the date and venue. Whilst every effort will be made to prevent this, in the unlikely event of the programme being cancelled, PSMG LLP will automatically make a full refund but disclaim any further liability.

 
 

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