EFTA01460632
EFTA01460633 DataSet-10
EFTA01460634

EFTA01460633.pdf

DataSet-10 1 page 255 words document
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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
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EFTA01460633
Dataset
DataSet-10
Document Type
document
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1

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