Mastering Client Services and RFPs for Institutional Investors | A FRA Conference

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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. 

Stay tuned for details on next year's event.

 

 

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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 attended last 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