Conference · New York
Client Servicing for Institutional Asset Managers AND Mastering RFPs & Consultant Databases
Banking, Finance · Investment · Education, Training
Key numbers
- Editions on record
- 2first in 2011
About Client Servicing for Institutional Asset Managers AND Mastering RFPs & Consultant Databases
Client Servicing for Institutional Asset Managers and Mastering RFPs & Consultant Databases
Effective strategies to enhance the client experience at every point of contact
Learn the “Secrets of Success” from plan sponsors, consultants, and industry leaders that will super-charge your client relationships and RFP/consultant database responses.
Whether it’s popping up first on the database, submitting a memorable proposal or offering added value to your existing clients, Client Servicing for Institutional Asset Managers and Mastering RFPs & Consultant Databases has the solutions for you. Through extensive research, we’ve put together two complimentary back-to-back programs that will take you through every point of contact during the client lifecycle, from the evaluation and selection process through to retention and expansion.
The Top Reasons to Attend our In-Demand Program
• Find out how the roles of sales and client service are changing
• Get the latest best practices for client retention
• Find out why tracking the client lifecycle process is so important
• Hear what consultants are really looking for in all that data
• Get up to the minute developments and innovations in reporting
• Discover why it is so important to find RFPs that fit your strategies
• Network with your peers
• Hear about different problems and solutions from other professionals
• Find ways to keep up with RFP demands while ensuring quality content
• Learn how to manage data for multiple consultant databases
From our listing of this edition. Details may have changed since.
Editions
| Year | Dates | Where | Exhibitors | Visitors |
|---|---|---|---|---|
| 2012 | 18–19 Oct 2012 | Princeton Club of New York New York | — | — |
| 2011 | 3–4 Oct 2011 | Princeton Club of New York New York | — | — |
Past editions from the bvents archive (2008–2019) and organiser figures where they were published.
Questions
When is Client Servicing for Institutional Asset Managers AND Mastering RFPs & Consultant Databases?
The next dates haven't been confirmed. The last edition we have on record was 18–19 Oct 2012.
Where is it held?
The last edition we have was at Princeton Club of New York, New York.