The RFP and Client Servicing Boot Camp West 2017 is a conference dedicated to best practices to win and retain clients.
The RFP and Client Servicing Boot Camp West 2017 covers topics such as:
- RFP Evolution – How the RFP Process Has Changed and How You Can Benefit
- Investors and Consultants Share Insider Insights on What Makes a Winning RFP Response – And What Doesn’t
- Keeping up with the Databases – 5 Ways to Shine in a Database-Driven Paradigm
- RFP Lab – Writing Responses that Win Mandates
- Building a Winning RFP Team – Recruiting, Training, and Keeping Talent
- Strengthen your Client Relationships through Superior Review Materials, Client Meetings, and Reports
- Spotlight on Consultant Relations: Leveraging Consultant Relationships to Win New Business
The RFP and Client Servicing Boot Camp West 2017 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