Remove Banking Remove Client Onboarding Remove Client Relationships Remove Profitability
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Key Account Management (KAM) – Research companies, use KAM technology and maintain momentum

Red Star Kim

At the start of June I had the pleasure of leading PM Forum ’s “Towards KAM (and ABM) – Helping fee-earners with client relationship management” online workshop. or profits greater than £150000), active and inactive companies with up to 10 years’ of financial data. 200,000 companies with turnover or shareholder funds over £1.5m

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Cultivate a cross-selling culture

Red Star Kim

For example, some partnerships have a single profit pool and partners are rewarded on a lock-step basis (broadly this means that their rewards are linked to their length of time as a partner). This would engender a “one firm” approach where clients are considered owned by the firm.