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A Live-Streaming Virtual Event
April 13-14, 2021

A Brand-new Way to Connect Virtually
2021 Mastering Client Services and RFPs for Institutional Investors


This one-of-a-kind event brings together experts and marketing professionals to get 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.  


This conference was 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  
  • Analysts 
  • Data  


Staying on top of the latest strategies such as vital “how-to” updates for winning RFP responses, plus client life cycle maintenance, is key to developing client servicing techniques and expectations for increased client retention.  At our last conference, attendees learned how to better streamline processes and deliver optimal content when dealing with clients and writing winning RFPs through...

  • Updates on what’s happening in the market now to anticipate client needs
  • Methods at the forefront to improve efficiency
  • Fresh insights gleaned from how to leverage the latest technologies
  • Shared ideas on how to maximize your resources – talent, organizational dynamics
  • Practical information from a broad range of experts that you can use to improve your day-to-day operations

Platinum Sponsors