Winning & Retaining Institutional Mandates

Boost Your AUM with Breakthrough RFP and Database Response Strategies and Advance Your Client Servicing to the Next Level

Banking, Finance, Investing, Accounting

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As investor demands have become more complex, have your RFP/database response and client-servicing efforts kept pace? Are you sure your firm is truly maximizing every opportunity to win new clients? What about existing clients—are you giving them the kind of service which will not only ensure their loyalty but expand your relationship?

Winning and Retaining Institutional Mandates features institutional investors and consultants who provide cutting-edge insight into what really attracts and retains clients. In addition, trailblazers in the field will reveal how leveraging the latest advancements in technology, marketing, and management theory can propel your RFP/database response and client servicing operations to new levels of effectiveness.
Following its success in New York, this semiannual event is coming to Boston with two all-new sessions and a wealth of updated information. Our all-star speaking faculty will give you all the most up-to-the-minute tools you will need to make your firm stand out from the crowd.

From: November 17, 2014 08:00
To: November 17, 2014 17:00

Boston, Boston, United States


Banking, Finance, Investing, Accounting



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