…make things happen

Competitive Edge in the Back Office


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Background | Benefits | Agenda | How To Book

 


Background

Custodians are coming under increasing pressure to win new contracts, keep existing ones and at the same time deliver profitable business. This highly interactive course will help back-office delegates identify areas of their functions which have hidden potential to be turned into business winners and find the best way of getting the message through to the front office. For front office delegates, the course will help catalogue new competitive edges for business pitches and stimulate ongoing communication with back-office personnel. [top]

Benefits

This course is designed for Back-office managers and staff to help try to identify and improve and communicate contribution to the business and value. The course is also useful for business, customer facing managers or operations directors. [top]

Agenda

INTRODUCTION

WINNERS AND LOSERS

  • What is the custody back-office – are we all playing the same game
  • Why do some custodians win business and others lose it
  • What are your key strengths and how are they valued



WHERE IS THE VALUE IN YOUR BACK OFFICE

  • People – effectiveness and return on investment
  • Place – scale and scope
  • Price – Valuing the product offering properly
  • Profit – for the business and for the customer, the virtuous circle



BEST FOOT FORWARD

  • How to get back office benefits recognised by the Chairman
  • Internal Marketing
  • Existing Customers – your strongest ally, your greatest risk



KEEPING CUSTOMERS LOYAL

  • Communicating effectively what the back office does and what the front office needs



BEING THE BEST

  • Spotting new opportunities



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How To Book

 
This course is available on an in-house basis. Click here for our current price list. To discuss your training needs, please complete our booking form and we will get in touch.
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