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Marketing Enablement Session: OTC Process and Domains Part Two 11/11/2021

In part two, we review the typical finance organization, how it can be structured for global firms, and the typical personas (along with pain points) you are likely to encounter. We also cover how to use the new consolidated Account Briefing Document for all pre-sniping research.

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About this course

In part two, we review the typical finance organization, how it can be structured for global firms, and the typical personas (along with pain points) you are likely to encounter.

We also cover how to use the new consolidated Account Briefing Document for all pre-sniping research.

Curriculum

  • OTC Process and Domains Part Two 11/11/2021
  • OTC Process and Domains Part Two 11/11/2021 - Attestation

About this course

In part two, we review the typical finance organization, how it can be structured for global firms, and the typical personas (along with pain points) you are likely to encounter.

We also cover how to use the new consolidated Account Briefing Document for all pre-sniping research.

Curriculum

  • OTC Process and Domains Part Two 11/11/2021
  • OTC Process and Domains Part Two 11/11/2021 - Attestation