CEB Retirement Services Leadership Council is a membership for innovative retirement services executives who want to optimize the performance of their business. Our research and insights are rooted in the challenges our members deem most important and span topics that impact your organization's day to day as well as longer-term strategic initiatives. We use relationships and learnings from the best financial institutions to help you and your team save time and make better decisions.
Our Research Focus
Equipping our members with strategic guidance and tactical tools on the topics most important for their business is at the heart of what we do. We don't just point to where you need to go: we provide you with a roadmap and a suite of implementation tools to get you and your team there. Key topics include:
- Plan Sales
- Product Trends
- Sales Management
- Sponsor Management and Strategy
- The Participant Experience
Our Latest Research: Differentiating Firm Value
In a mature and ultra-competitive environment, executives have been unwilling to address rising service-costs for fear it will drive clients away. This year, we're helping executives capture revenue by embedding the firm's value proposition into sales and service interactions, not by cutting fees.
Research and Insight: Unique research and tools to help business leaders evaluate new issues and challenges
Proven Best Practices: Tested approaches to solving business challenges from our network of leading companies
Advisory Support: Personalized expert guidance and project support for pending decisions, new tactics, internal presentations, and other needs
Decision and Diagnostic Tools: Customized, actionable views of the most important performance metrics in your function
Peer Benchmarks: Relevant, quantitative data and analysis to help allocate resources and target areas with the highest impact
Executive Networking: On-request advice, feedback, and perspective from peer interaction with hundreds of leading executives
Live and Online Learning Events: A wide variety of events exclusively for senior executives, as well as staff training and skill development opportunities
2015 CEB Financial Services Technology Summit
This April, financial services strategy and technology executives gathered in Boston to discuss how to engage clients and enable staff to win in the era of empowered customers.
Key Imperatives for 2015
Drive business impact by improving sales and advisor performance, redefining the customer experience, and transforming operations.
Building an Advice-Led Client Experience
A new advisory model can improve client relationships and loyalty, but making the transition requires firms to integrate new skills and technologies.