Essential Tips for Your National Accounts Team

Platform access, home-office coverage, getting the right message to research teams, increasing costs of distribution, the list goes on. Bottom line? Since the National Accounts function will play an even more prominent role in overall firm success, all aspects of this critical function should be regularly reviewed to identify opportunities for enhancement in structure, process and results. Our latest infographic, Essential Tips for Your National Accounts Team,  highlights a few key findings from our National Accounts 2017 BenchMark Study.

To view the infographic, click here.