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Assessing a Potential Match [Shared]

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by

Ali Alatas

on 10 November 2016

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Transcript of Assessing a Potential Match [Shared]

Assessing a Potential Match
Part 2 of 3
...Portfolio Administration, Pricing Specialist, Accounts Payable, Billing...
Employer
Sounds like our Investment Operations Specialty!
You
How does the employer need align to the Product Catalog?
STRONG MATCH
Needed specialty exists at my site
FAIR MATCH
Needed specialty exists at YU, but not at my site
NOT A MATCH
Roles feel very different from anything in the  Product Catalog
Close the deal!
Hooray!
Engage Program Lead
to assess options
ED/PL/RD choose whether to bring specialty to market
Engage Program Lead to assess options.
ED/PL/RD and National Solutions team decide whether to build new Specialty
Product Catalog Series:
Listen to the Need
Assess Potential Match
Choose How to Respond
Choosing How to Respond
Proceed to Part 3 of 3:
3 Step Consultative Process
Full transcript