Project Description

Select Accounts Program

  • Reduced attrition by reviving 10 dormant accounts, saving 4 accounts from terminating and obtaining 5 sales referrals
  • Increased revenues from 9 of these clients who moved from small to medium accounts
  • Increased monthly trading volume 100% and YTD growth 18% across the small account portfolio

  • Increased referrals from small client relationships

  • Increased client cross-selling and engagement by identifying new opportunities to introduce 4 new product growth areas to existing clients