Strategic Account Management Service Models Study

Users: Head of Account Management, Client Relationship Management, Client Service, Human Resources

Benefit: Compare your service model to three unique, within-segment service models to see major points of differentiation and gauge where you have a competitive edge.

This initiative will develop three Strategic Account Management Service Models for the Retirement Plans industry based on company practices regarding staff assignment of major tasks and functions across teams (client relationship management, transition/implementation, operations, sales, and strategic account management). This initiative supplements the Horizon 2020 report outlining a futuristic vision of the Strategic Account Management function. Participating companies will be able to compare their particular service model by segment to the three models and articulate their major points of differentiation to clients, advisors, and consultants in the sales process and the relationship management process.

Associated event: Strategic Account Management Roundtable

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