Memo from Alexander Maresch regarding the rollout of the Quintessentially Platinum client retention and acquisition program. The memo emphasizes the importance of client nomination and staff training for the program's success. It also highlights the need for cooperation between involved parties and mentions upcoming event activities per region. A kick-off call is planned for the 2nd week of January to discuss details and next steps.
documents/vol00010-efta01460908-pdf.pdf
{"key_people":["Alexander Maresch"],"document_type":"correspondence","key_locations":["Frankfurt am Main"],"document_subtype":"memo","key_organizations":["Deutsche Asset & Wealth Management International GmbH","Quintessentially"],"reference_numbers":["DB-SDNY-0122590","SDNY_GM_00268774","EFTA01460908"]}