As banks and financial institutions strive to yield higher returns, it’s crucial that bankers and financial brokers position themselves as trusted advisors who exceed client expectations. A well-executed strategic account planning process can elevate customer relationships to drive better results. Use this template to track and discuss pipeline, key opportunities, workstreams, and scorecards within a shared collaborative workspace.
Some components within this template require a Quip for Customer 360 license. Visit our pricing page for more information on editions and licensing.