The RFP and Client Servicing Boot Camp West 2017

The RFP and Client Servicing Boot Camp West 2017 is a conference dedicated to best practices to win and retain clients.

Topics

• 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

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