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efta-01460633DOJ Data Set 10OtherEFTA01460633
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DOJ Data Set 10
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efta-01460633
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Key Client Partners (KCP) —Americas
014 Business Rollout, Timeline & Milestones
Key Client Partners
Americas
2013
2014
October
November
December
January
Business, Team Review and Set-up
KCP" WIC
WIC Team Mtg. Strategy and Structure. Seat move.
WIC Idea and Product creation - Revenue Focus
et KCP legal, compliance, documentationfonboarding
KCP Global Launch - Pulse
Broad KCP Americas Launch - Email
1
Team / Business
Deutsche Asset
& Wealth Management
Ongoing:
• Headcount I resources
• RCs I revenue reporting
• De Centers — admin
transitioning
• Product platform focus —
targeted products
• Relationship deep-dive —
current accounts and
proactive targeting
• I T investment
• Legal & Compliance process
Phase 0: Review of
Phase I: Kick-off of KCP Americas,
Implement Strategy
I
i
WM Engagement, Roadshow, Platform Roll-out
Roadshow regionally, Roll-out of Offenng and Strategy
Continuation of PIC - MCP Transition and New KCP
onboarding
WIC.-:. Roll-out of Updated Business strategy. Advisory
arid Non-Advisory
WIC - Integration with PCs, Review of portfolios. strategy.
2014 focuses
Launch of KCP America's Offering
Internal: Client Review, product and Offering Build
Launch Cali - KCP offer;fla team structure, regional coverage
KO-off Monthly ideas l Themes Call
Existing Client account review
In Process
Product build-out and focuses
in Process
Client Account Strategy: Classification. Monetization,
AQUISterl
In Process
In Process
In Process
In Process
Key Client Partners - Delivering expertise & solutions to sophisticated investors
In Process
Phase II: Roll-out Offering, Client
conversipn, client onboard
S
Today _I
CONFIDENTIAL - PURSUANT TO FED. R. CRIM. P. 6(e)
CONFIDENTIAL
DB-SDNY-0 122030
SDNY_GM_00268214
EFTA01460633
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