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