What is the optimal formula for combining marketing and sales efforts for optimal client retention?
At TSAM – The Summit for Asset Management East Coast in New York, Ancram IRBD Principal Nancy Vailakis and a remarkable group of speakers will delve into the topic: The golden formula for client retention – Finding synergy between Marketing and Sales.
For this talk, Nancy will be joined by:
Lara Hoffmans – CFA Managing Director, Marketing at Diamond Hill;
Patrice Trichon – Head of Marketing, Client Reporting and Digital in Investment Management, Brown Brothers Harriman;
Charles F. (Chuck) Burke – Jr., Managing Director – Head of Global Marketing for Morgan Stanley Investment Management, Morgan Stanley;
Anthony Russo – Senior Director of Product Marketing, Seismic.
For more information and free buyside tickets, click here.
