Past Agenda
Review the 2025 Mastering Client Services and RFPs for Institutional Investors agenda to gain a preview of the insights, sessions, and strategic discussions that will inform and shape our 2026 program.
The 2025 Mastering Client Services and RFPs for Institutional Investors agenda brought together industry experts and marketing professionals to explore best practices in RFP and due diligence. Attendees gained strategies for aligning RFP and client services teams to strengthen operations, win mandates, and excel in a highly competitive market. They left with actionable insights to drive growth, secure more bids, maintain excellence, and prevent burnout, all while connecting with peers and industry leaders.
2025 Conference Sessions
Download Full Agenda- Driving Success Through Team Collaboration: Optimizing RFP Processes Across Departments
- Selecting and Onboarding Vendors for RFP Excellence
- Beyond the Finals Deck: Winning Presentations for Institutional Clients
- Navigating Consultant Database Challenges: Unlocking Competitive Insights
- Modernizing RFP Processes: Innovation, Compliance, and Executive Alignment
- Leveraging Data for Smarter RFP Decisions
- Smarter RFPs: How AI is Reshaping Financial Services
- From Automation to Intelligence: How AI is transforming RFPs and DDQs
- Optimizing RFP and Client Services Team Structures for Scalability
- Post-RFP Client Onboarding: Building Long-Term Relationships
- Elevating Due Diligence Questionnaires (DDQs) for RFP Success
- Roundtable Discussion: Rethinking Resilience – Stress Management Strategies for RFP Teams
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