A practical session for Heads of Distribution and Heads of Operations on closing the gap between what's sold and what's delivered.
How can earlier, better information-sharing between distribution and operations turn client onboarding from friction into a competitive advantage?
As institutional RFPs increasingly probe operational resilience and data governance, how can operations equip distribution to sell operational strength as a genuine differentiator?
Distribution owns the client relationship, but operations own the data behind every report — how do you build a reporting process that protects both?
How do you agree on what personalized service is genuinely scalable versus what will break under complexity?