Retaining Funds Under Management through Productive Conversations & Strong Relationships
Retaining Funds Under Management through Productive Conversations & Strong Relationships
1 PagesT: +44 (0) 1280 820 780 E: enquiries@bigrockhq.com W: www.bigrockhq.com Keeping Money in the Pot Retaining Funds Under Management through Productive Conversations & Strong Relationships CHALLENGE SOLUTION A large UK life and pension company sought to enhance the current and future profitability of its business by increasing the retention levels of funds under management (FUM). They looked to improve Account Mangers’ relationship management skills to enable them to build client relationships based on trust and of mutual value with IFA’s and key accounts. Delighted with the success of the Sales Excellence programme that Bigrock had previously delivered to their distribution team and looking to instil a consistent value proposition and culture throughout the business, the large UK life
