National Accounts Teams Successfully Navigate Relationships During COVID-19

July 15, 2021, Needham, MA – It is widely known that distributors have been actively culling the volume of products on their platforms and choosing to work with fewer asset managers. Couple that trend with pandemic restrictions, and the odds to build new relationships may have appeared stacked against National Accounts teams. However, two-thirds of surveyed asset management firms believe their National Accounts Managers were somewhat successful in building relationships, while the remaining third indicated the team was very successful, based on findings from FUSE Research Network’s recently published National Accounts 2021: A Guide to Benchmarking, Budgets & Productivity.

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