The Wealth Management Executive Committee, sponsored by Fabrizio, is initiating a global account planning exercise to identify revenue enhancement opportunities across the client base. The focus will initially be on the top 100 clients in the Americas and any near-term opportunities identified by bankers. A workshop with senior leadership, product heads, and relationship managers is planned for the week of July 25 to review opportunities and agree on action plans. Bankers are requested to identify potential opportunities and complete an account planning template by July 20.
doj/DataSet10/EFTA01375707.pdf
{"key_people":["Fabrizio","Manish Pahlajani","Andrew Gallivan"],"document_date":"2022-07-18","document_type":"correspondence","key_locations":["Americas","New York, NY, USA"],"document_subtype":"memo","key_organizations":["Wealth Management Executive Committee","Deutsche Bank Trust Company Americas"]}