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Leveraging Offshoring to Improve the RFP Process

Published on April 4, 2016 by Suraj Atreya

This was the topic of discussion at our breakfast event held on March 2, 2016 at The Crowne Plaza London – The City in London. The interactive and highly engaging event was attended by over 50 RFP practitioners and senior marketing professionals from 35 institutional asset management firms.

As asset managers strive to capture and retain institutional and retail assets, their ability to master the request for proposal (RFP) process has never been more important. RFPs have become a core channel for growing assets under management (AuM) in today’s challenging business environment. Hence, it is critical for asset management firms to deliver cutting-edge pitches with clear reasons on why they deserve to win against credible competitors.

Given this backdrop, we invited a leading industry practitioner to share her thoughts and experience on how offshoring could be used in a strategic manner to significantly improve the RFP process.

The speaker, Lisa George, Director of Business Development at Deutsche Asset Management, addressed important issues covering:

  • Managing large global RFP teams with multiple projects and conflicting deadlines

  • Identifying best practices in content, data, and work flow management

  • Setting up winning RFP teams by leveraging appropriate staffing solutions

  • Equipping RFP teams with the right tools to ensure they can create compelling RFPs

Highlights of the speaker session include:

  • RFP landscape and pace of change

  • Business challenges faced internally

  • Process reengineering initiatives undertaken to make the firm future-ready

  • Building an integrated global team across the US, EMEA, and Asia Pacific

  • Key drivers of a successful third-party partnership and important benefits realized

Of the attendees, 95% believed the speaker session was informative and highly relevant to their business function, while over 90% said they found the event to be an excellent opportunity to network with industry peers.

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About the Author

Assistant Director, Marketing & Communications

I run solutions marketing for banking, research and lending business lines. I enable the marketing of technology and automation driven initiatives to supplement the services based model.

My work provides me an opportunity to be at the forefront of innovation and disruption impacting the financial services industry. I am excited about the application of emerging technology areas such as AI, ML, robotics and automation programs to fundamentally transform business models and inspire innovation across the ecosystem.

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