Make every dollar count: Transform your consultant database process for exceptional outreach and deal conversion


Event Summary

Institutional asset managers are facing daunting challenges such as data inconsistency, crunched timelines, lower product visibility, and growing costs. These challenges make a compelling argument for crafting a transformational consultant database process that facilitates better outreach and higher deal conversion.

To gain insight on the dynamic and changing investment consultant landscape and learn best practices to improve the overall efficiency of consultant database maintenance operations, join this webinar with Dawn Perry (Senior Vice President, Global Head of RFP & Consultant Databases, PineBridge Investments) and Beth Mosley (Senior Manager, Global Product Information, Principal Global Investors).

We recommend this webinar to those looking to transform their consultant database update processes and harness them to drive new business and growth.


Dawn Perry

Senior Vice President

PineBridge Investments

Beth Mosley

Senior Manager

Principal Global Investors

Pedro Armstrong

Senior Director, Business Development

Acuity Knowledge Partners

Vimal Tripathi

Director, Fund Marketing Services

Acuity Knowledge Partners

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