Client Servicing for Institutional Asset Managers/Mastering RFPs & Consultant Databases 2015

Topics

• 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