Peridrome Perspectives Vol. 4
In addition to compiling responses from over 120 managed solutions executives, our 2011 Managed Accounts Executive Outlook offers recommendations for how managers, sponsors and outsource providers can successfully navigate today’s changing business dynamics and operational demands.
Welcome to this installment of our Nuts & Bolts series, designed to help you and your team with tips and techniques to improve productivity and efficiency. In this article, we’ll tackle one of the toughest challenges managed account service teams face—how to handle the various and disparate streams of client requests while still maintaining operational consistency.