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
Who should Attend
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
Past Events
Client Servicing for Institutional Asset Managers/Mastering RFPs & Consultant Databases 2015 - 30 Nov - 01 Dec, 2015, The Harvard Club of Boston, Massachusetts, United States (54962)
Please, check "Client Servicing for Institutional Asset Managers/Mastering RFPs & Consultant Databases" official website for possible changes, before making any traveling arrangements
