Greg Callahan

In this engaging discussion, Greg Callahan, a Partner at Bain & Company and founder of Coro Account Planning, shares his expertise on strategic account management. He reveals how companies can boost bookings by 20-40% through effective account planning. Greg breaks down the four core components of strategic account management and emphasizes the importance of focusing on top accounts. He introduces actionable plays that help teams engage effectively with clients and stresses the need for digital tools to streamline processes.

Greg Callahan and Monica Oliver, experts in commercial excellence at Bain, dive into the rapidly transforming world of investor relations. They discuss the critical need for firms to modernize their IR practices to gain a competitive edge in a saturated fundraising market. Key topics include understanding evolving investor dynamics, effective account planning for building lasting relationships, and the impact of technology and diverse talent in revolutionizing IR strategies. Their insights offer practical approaches for long-term success in the asset management landscape.