Remove Account marketing Remove Communication Remove Onboarding Remove Webinar
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Referrer Management – Capacity and Capability

Red Star Kim

We also mentioned data cleaning systems such as Cirrom Marketing technology system review – Clean contact data with Cirrom (kimtasso.com) to help with those daunting data cleansing tasks. A starting point was onboarding where data, preferences, potential and priority assessment took place.

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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

Fame for accountants and professional services firms “tool for general financial research, benchmarking analysis, screening acquisition targets for your clients, client onboarding, company secretarial services and business development”. 800,000 global company profiles and 15,000 reports.

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Professional services marketing/BD case studies – Moore Kingston Smith, Mazars, Capsticks, Fladgate, Travers Smith, Mills & Reeve and brand awards

Red Star Kim

There are 15 people in M&BD – eight in BD and bids and seven in marketing, communications and events. The campaign comprised webinars, videos and insight and resulted in 2,900 points of contact with people Go-to advisors that clients want by their side Its third client survey measuring the same things so that a benchmark is formed.

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