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A useful activity plan for large accounts? A large pipeline of new leads and prospects? Enough meetings with the right decision-makers? Selling into big companies is hard enough. Many companies make it even harder with a sub-optimal sales approach. Without the right plan, skills, and activities you waste your most valuable sales resource - Selling time! Client Alignment is a total sales approach. HOW DO I START TO BETTER ALIGN WITH CLIENTS? Client.

The 2018 Investor Services Survey results presentations will be held in. If you would like the details or to register you attendance. 2017 Fund Accounting and Administration Survey results. Overall scores in 2017 declined, the only provider to see an increase was Soci. Both JPM and RBC declined by 0. 26 points and Northern Trust by 0. HSBC almost held its own by dropping only 0.