Andrew Gallivan outlines a plan for Relationship Officers (ROs) to use pre-populated templates from DBForce for client planning sessions. ROs will enter product partner names into client profiles, attend sessions as scribes, and input identified opportunities into DBForce. Post-session, DBForce will track opportunities and facilitate follow-up activities. Gallivan requests 2-hour timeframes for planning sessions to be completed by early February.
documents/vol00010-efta01370268-pdf.pdf
{"key_people":["Andrew Gallivan"],"document_type":"correspondence","key_locations":["345 Park Avenue, New York, NY, USA"],"document_subtype":"memo","key_organizations":["Deutsche Bank Trust Company Americas","DBForce"]}