Client Servicing/RFPs for Consultant Databases 2013

  • 20-21 May 2013
  • The Harvard Club of Boston, MA, United States

Description

Client Servicing/RFPs for Consultant Databases 2013 is a conference that covers topics such as:

  • Methods for enhancing client-review materials
  • The investor’s perspective: what do investors require from their managers in terms of client servicing?
  • The best practices in client retention
  • Effective approaches for building strong consultant relationships and the red flags consultants look for
  • Managing and raising the efficiency of your RFP and database response team(s)
  • The latest in client reporting preferences, standards and outsourcing options
  • The latest regulatory and compliance developments affecting RFPs and consultant databases
  • The resources required to develop high-impact, high-quality RFP and due diligence responses
  • Client servicing challenges specific to managers with alternative assets

Client Servicing/RFPs for Consultant Databases 2013 brings together institutional asset management professionals, including:

  • Directors of Client Relations
  • Institutional Client Service VPs
  • Relationship Managers
  • Directors of Consultant Relations
  • Communications Directors
  • Managing Directors
  • Proposal Writers
  • Marketing Directors
  • Sales Directors
  • RFP Managers
  • Database Managers
  • Client Reporting

Past Events

Important

Please, check "Client Servicing/RFPs for Consultant Databases" official website for possible changes, before making any traveling arrangements

Event Categories

Business: Customer Service, Finance, Marketing & Sales

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