FAQs

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.

Speakers include senior leaders in RFP management, client services, sales operations, and consultant relations, offering expert insights on proposal strategy, DDQ alignment, content optimization, and workflow automation to help institutional investment firms scale operations and enhance client engagement. 

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

• Access to all sessions and networking events
• Digital event materials and presentations
• Refreshments, lunch, and cocktail reception

To receive a group discount, all registrations must be submitted at the same time. Contact us at help@fraconferences.com for assistance. 

Contact our concierge at help@fraconferences.com or call (704) 341-2390.