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Three steps to successful client reviews

Join us for a webinar focusing on client reviews with a few practical tips about how to perform them efficiently.

In this webinar, we will cover:
•Three key areas for successful client reviews
•Engage Core existing holdings workflow demo
Recorded May 30 2019 16 mins
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Presented by
Pan Andreas, Head of Insight & Consulting (Funds and DFMs), Tom Whelan, Head of Customer Success
Presentation preview: Three steps to successful client reviews

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  • Title: Three steps to successful client reviews
  • Live at: May 30 2019 10:00 am
  • Presented by: Pan Andreas, Head of Insight & Consulting (Funds and DFMs), Tom Whelan, Head of Customer Success
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