The RFP and Client Servicing Boot Camp West

The RFP and Client Servicing Boot Camp West is a conference dedicated to best practices to win and retain clients.

The RFP and Client Servicing Boot Camp West 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 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

Important

Please, check the official conference website for possible changes, before you make any traveling arrangements

Prices are for evaluation only.

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