Business | Client Servicing
  • Type Validation
  • Level Foundational
  • Time Hours
  • Cost Free
Additional Details

Business | Client Servicing

Issued by FactSet

This earner has demonstrated an understanding of client servicing expectations and how FactSet helps asset managers meet investors' needs.

  • Type Validation
  • Level Foundational
  • Time Hours
  • Cost Free
Additional Details

Skills

Earning Criteria

  • This course will review why effective client servicing is critical to retaining Assets Under Management (AUM). Automation and flexible ad-hoc analytics can significantly increase the effectiveness and efficiency of your client servicing effort.
  • This badge is issued after achieving a passing score of 75% on an exam.