📄 Extracted Text (255 words)
Key Client Partners
Americas
Key Client Partners (KCP) —Americas
014 Business Rollout, Timeline & Milestones
2013 2014
October November December January
i I
Business, Team Review and Set-up
WM Engagement, Roadshow, Platform Roll-out
KCP" WIC Team Mtg. Strategy and Structure. Seat move. In Process
Roadshow regionally, Roll-out of Offenng and Strategy
1 WIC Idea and Product creation - Revenue Focus Continuation of PIC - MCP Transition and New KCP
onboarding In Process
et KCP legal, compliance, documentationfonboarding
WIC.-:. Roll-out of Updated Business strategy. Advisory
KCP Global Launch - Pulse In Process
arid Non-Advisory
Broad KCP Americas Launch - Email WIC - Integration with PCs, Review of portfolios. strategy.
In Process
Ongoing: 2014 focuses
• Headcount I resources Launch of KCP America's Offering
• RCs I revenue reporting
Internal: Client Review, product and Offering Build
• De Centers — admin
transitioning Launch Cali - KCP offer;fla team structure, regional coverage
• Product platform focus — KO-off Monthly ideas l Themes Call
targeted products
• Relationship deep-dive — Existing Client account review In Process
current accounts and
proactive targeting Product build-out and focuses in Process
• I T investment Client Account Strategy: Classification. Monetization,
• Legal & Compliance process AQUISterl
In Process
Phase 0: Review of Phase I: Kick-off of KCP Americas, Phase II: Roll-out Offering, Client
Team / Business Implement Strategy conversipn, client onboard
S
Today _I
Deutsche Asset Key Client Partners - Delivering expertise & solutions to sophisticated investors
& Wealth Management
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e) DB-SDNY-0122030
CONFIDENTIAL SDNY_GM_00268214
EFTA01460633
ℹ️ Document Details
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81226bb474ccc438b74f73a1c59a3c18b7d37b92a3607edb199be6ae4a58d97b
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EFTA01460633
Dataset
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