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 securing AuM growth in today’s challenging business environment. Therefore, it is critical for firms to deliver cutting-edge pitches with clear reasons as to why they deserve to win against
The session by Lisa V. George, Director, Business Development (EMEA & APAC) at Deutsche Asset Management, covered different ways to drive efficiency in a firm’s RFP process, common challenges, and the road to success.
Leveraging Offshoring to Improve the RFP Process
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