Our Principal, Nancy Vailakis will be a speaker at the upcoming 7th Annual Mastering Client Services and RFPs for Institutional Investors conference, taking place from March 28-29, 2022 at the University Club of New York.

Mastering Client Services and RFPs is a gathering of experts and marketing professionals designed to provide comprehensive guidance on RFP and due diligence best practices. 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 Sari J. Mayer, CAIA of Global Credit Advisers, LLC on March 28th for a discussion entitled Best Practices for High Quality Content Management. The talk will be moderated by John Trammell, Managing Director & Head of Global Strategic Initiatives for Symphony Financial Partners, Japan, 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 the conference, please register as soon as possible as space is very limited, using the discount code SPKR15.
Registration link: 2022 Mastering Client Services and RFPs Registration

Mastering Client Services and RFPs


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