Two talks providing insights about winning presentations and building client relationships
Join Ancram IRBD Principal, Nancy Vailakis, who will be directing two dynamic marketing and sales discussions at this year’s Financial Research Associates (FRA) Annual RFP Conference in New York.
The first session is titled “Beyond the Finals Deck: Winning Presentations for Institutional Clients” and will dive into how to deliver standout presentations that resonate with institutional clients, focusing on topics such as: methods for tailoring presentations to institutional client’s priorities, strategies for aligning final presentations with RFP narratives, and a review of interactive pitch technologies used by leading asset management firms
Featured Panelists for this discussion are:
Keith Eiger, Director, Alan Biller and Associates
Kristin Steele, Founder, LaunchPad Creative LLC
Lauren Colonna, Managing Partner, Ovis Creative
The second session is titled “Post-RFP Client Onboarding: Building Long-Term Relationships” which will explore how to ensure a smooth post-RFP transition and foster long-term client trust, including: structuring seamless handoffs between RFP and client services teams, aligning onboarding processes with RFP commitments, approaches for reinforcing trust during the onboarding phase.
Featured Panelists for this session include:
Keith Eiger, Director, Alan Biller and Associates
Lauren Caldwell, Client Relationship Manager, Kennedy Capital Management
Sari J. Mayer, CAIA, Director of Marketing and Investor Relations, Global Credit Advisers, LLC
Register today and save 15% with code “SPKR15”: https://rfp.fraconferences.com/
We look forward to sharing insights and connecting with industry leaders—see you there!
