Mastering Client Services and RFPs Conference

Join Us for the 8th Annual Mastering Client Services and RFPs for Institutional Investors Conference

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, […]

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Join Us for the 7th Annual Mastering Client Services and RFPs Conference

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

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