Leveraging Offshoring to Improve the RFP Process

Copal Amba hosted a breakfast seminar titled “Leveraging Offshoring to Improve the RFP Process” on March 2 at The Crowne Plaza London – The City in London. The event was attended by 57 RFP practitioners and senior marketing professionals from across 35 institutional buy-side firms.

Lisa George, Director and Head of the European and APAC Business Development teams at Deutsche Asset Management, was the key note speaker at the event. Lisa spoke in depth on how to leverage global talent to significantly enhance the efficiency of the RFP process, and how Copal Amba has assisted her in her journey from being a “sceptic” to a “convert”.

At the event, Damian Burleigh, Global Head of Sales & Marketing, said “All marketing teams will be forced to do more with less and restructure for efficiency, particularly with the dual pressure of fee reductions and increasing compliance and regulatory cost. Hence, the winning asset managers and leading CIOs and Heads of Marketing will need to find new ways to secure their share of this growth but at a much lower cost, which is where Copal Amba can assist. RFP disintermediation is a real threat and will require enhanced customisation to ensure responses stand out from the pack. The pedigree of the attendees at this breakfast seminar is testimony to the widespread interest in finding new ways to deliver efficient client servicing.”

To learn more about Copal Amba’s Fund Marketing, Research, Risk & Compliance Services or request the speaker presentation, please contact information@copalamba.com