Mastering Client Services and RFPs for Institutional Investors

Mastering Client Services and RFPs for Institutional Investors

Gain Strategic Insights for Success to Fuel Growth and Win Bids

This one-of-a-kind event brings together experts and marketing professionals to receive comprehensive guidance on RFP and due diligence best practices. You'll gain strategies for uniting RFP and client services teams to advance operation and win the mandate, and leave with an in-depth view on how to excel in a drastically competitive landscape.

Don't miss this perfect opportunity to refuel your competitive edge, drive growth, secure more bids, and prevent burnout while remaining dedicated to excellence in your organization.

The 2025 agenda focuses on these key themes that help to:

Harness AI to Automate DDQs and RFP Workflows
Leverage cutting-edge AI solutions to streamline due diligence questionnaires, reduce manual errors, and reallocate valuable time to higher-level strategic initiatives.
Structure Scalable Teams for High-Impact Client Service
Design dynamic organizational models that unite RFP, marketing, and relationship management teams, fostering collaboration and delivering exceptional client experiences.
Select and Onboard the Right Vendors for Lasting Success
Implement rigorous evaluation criteria and compliance checks to seamlessly integrate vendor solutions, ensuring end-to-end efficiency and alignment with your firm’s objectives.

Who Should Attend

This conference is curated for anyone in institutional investing who works in client services and business development. Consultants and technology providers are also encouraged to attend. The conference was created for those with the following titles:

Heads of Client Services
Head of RFPs
Relationship Managers
Proposal Writers, Proposal Services
RFP Database Managers
Head of Investor Relations
Communications Strategists and Directors
Marketing Directors, Managers
Heads of Business Development / Sales
Institutional Sales Directors, Managers
Investor Relations
Consultant Database Manager
Communications Managers
Data Analysts

Top Reasons to Attend

There's a reason your peers come back year after year to this highly-rated conference. Your peers are attending this year to:

Explore strategies for aligning final presentations with RFP narratives
Examine how to align DDQs with evolving investor priorities
Evaluate the limits of AI in interpreting complex investment narratives
Understand the importance of transparent ESG reporting to stakeholders.
Develop workflows that blend human oversight with AI automation
Assess effective reporting hierarchies for RFP and client services teams
Strategize resource allocation during peak proposal cycles
Design seamless handoffs between RFP and client services teams
Align onboarding processes with RFP commitments
Implement solutions for managing redundant data entry across multiple platforms

“Excellent conference …An Agenda that covers all pertinent areas of related RFPs”

Rose English, Aviva Investors

“Conference topics were very relevant and it was great to learn how other firms are tackling issues...”

Marvin Zuniga, Nuveen, a TIAA company

“ Speakers were very knowledgeable in field. Presentations [were] upbeat, attention grabbing”

Beau Collins, Prudential

“ There were some great processes and tips that I will begin using immediately”

Gregory J. Strautmann, Edward Jones