The document discusses the rollout of a new program after obtaining approvals and closing a deal. It emphasizes the importance of client nomination and staff training for the program's success. The initiative aims to offer individualized services to strengthen client relationships and includes new event activities per region. Cooperation with Quintessentially is highlighted as essential for the program's success. A kick-off call is planned for January to discuss details and next steps.
documents/vol00010-efta01460932-pdf.pdf
{"key_people":["Alexander Michaela","Alexander Maresch"],"document_type":"correspondence","key_locations":["Frankfurt"],"key_organizations":["Quintessentially","Deutsche Asset & Wealth Management International GmbH"],"reference_numbers":["DB-SDNY-0122662","SDNY_GM_00268846","EFTA01460932"]}