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Mastering RFPs and Client Servicing for Institutional Asset Managers, East (Boston, MA) 26-27 June 2017

Financial Research Associates welcomes you to the Mastering RFPs and Client Servicing for Institutional Asset Managers - East conference 2017, addressing the best practices needed to ensure better management of the client lifecycle throughout every possible point of contact. Attendees will learn about how superior client servicing can help increase AUM, how to produce effective meetings and client review materials, value-added communication strategies, crisis communications best practices, RFP responses, how to acquire data from SMEs, database responses, and how to maintain efficiency in a limited-resource environment.

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