Leveraging Offshoring to Improve the RFP Process

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
credible competitors.

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.

KEY TAKEAWAYS:
Benefit from practical experience in dealing with large global RFP teams and managing multiple projects with conflicting deadlines
Identify best practices in content, data, and workflow management
Gain insights into setting up winning RFP teams by leveraging appropriate staffing solutions
Equip your RFP team with the right tools to ensure they can create compelling RFPs
SPEAKER PROFILE:

Lisa George is a Director and the Head of the European and APAC Business Development Team within Global Client Services at Deutsche Asset Management.

Lisa relocated to Frankfurt from New York in 2011 and currently manages the RFP & Consultant Database Teams supporting products from the Active, Passive and Alternatives businesses. She has been instrumental in the expansion of the team’s product coverage and service model. Previously, she was the Head of Client

Adoption – Americas, based in New York, where she was responsible for the oversight and monitoring of all institutional client on-boarding activities in the US for the Asset Management division of
Deutsche Bank.

Prior to joining Deutsche Bank, she served in Institutional Sales at US Trust Company. Lisa has a BS degree from Alfred University.

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