How to Improve Client Retention Event
20 September 2007
Breakfast Briefing
Methodology and Best of Breed Technologies
As clients’ investments are becoming more complex and clients are becoming more demanding of bespoke services, the management of client relationships is what makes the difference between clients being retained or lost.
Firms spend so much time trying to acquire new clients that existing clients have not been given the level or quality of attention, or the innovative services, that they demand.
This breakfast briefing - Improving Client Retention - addresses the challenges of client retention. It discusses best practice methodology and looks at how proven technologies can support those methodologies.
Presentations from:
- Richard Banks – Pioneer Global Asset Management
- Peter Ellis – Investit
- Krishen Shamdasani – Tiger Consultants
- Michael Goldman – CDC Software
- Simon Cornwell – Vermilion Software
Hosted by: Vermilion Software and CDC Software, with their offerings in CRM and Client Reporting.
Date: Thursday, 20th September 2007
Time: 8:30am – 10:30am
Location: London
Registration CLOSED
Please visit the following website to register for the event:
 www.VermilionSoftware.com/CDCSoftware/events
For sponsor information, please visit the following websites:
www.cdcsoftware.com
www.vermilionsoftware.com
| 
