Our Principal, Nancy Vailakis will be a speaker at the upcoming 8th Annual Mastering Client Services and RFPs for Institutional Investors conference, taking place from March 20 – 21, 2023 at the Harvard Club in New York City.

The event will illuminate strategies for uniting RFP and client service teams to advance operations and further client retention, giving attendees fresh perspectives on how to excel in a competitive landscape.

Nancy will be joined by: 

(Moderator) John TrammellManaging Director & Head of Global Strategic Initiatives for Symphony Financial Partners, Japan;

Ellen E. Jones
, RFP Content Management and Consultant Databases, Global Client Services at Nuveen; and

Beth Mosely,
Director, Global RFP Services at Principal Asset Management.

The discussion is entitled RFP and Client Service Success for 2023 and Beyond, and will explore challenges and best practices around consultant and client relationship management (CRM) databases, how to manage a suite of marketing collateral in a highly efficient manner, and will address what to consider and evaluate before expanding to a global presence, from a marketing and content management perspective.

If you’re interested in attending this year’s conference, please register using the following link as soon as possible as space is very limited, using the discount code SPKR152023 Mastering Client Services and RFPs Registration



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