Client Servicing for Institutional Asset Managers/Mastering RFPs & Consultant Databases 2015 covers topics such as:
- Plan sponsors and investment consultants tell you how to maximize their engagement
- Leveraging client servicing to optimize retention, cross-selling and new-client referrals
- Leading experts share their secrets for effective client servicing
- Strengthening your message by understanding your client’s and your own personal communication styles
- Turning bad news to your advantage
- Ensuring all your client communications reflect your firm’s brand identity and unique messaging
- Maximizing the effectiveness of your client review materials and meetings
- Optimizing client experience by ensuring a client-centric culture
- Investors and consultants explain how to get their attention
- Optimizing results by aligning your RFP and sales team strategies
- Shadow database searches: the latest on how investors are increasingly using databases to issue fewer, targeted RFPs
- How to ace your Investment Consultant Operational Due Diligence Onsite Review
- Structuring RFP and consultant database teams to increase effectiveness, whatever their size
- Leveraging the latest technology to save time and money
- Understanding the latest regulatory updates
- The newest strategies for managing multiple consultant databases
Client Servicing for Institutional Asset Managers/Mastering RFPs & Consultant Databases 2015 brings together:
- Head of Product Management and RFPs
- VP Institutional Client Service
- Director of Consultant Relations
- Director, Institutional Sales & Service
- Relationship Manager
- RFP Manager
- Communications Director
- Marketing Director
- Sales Director
- Proposal Writer
- Database Manager
- Client Reporting Specialist
