March 25 & 26 | New York City
Maximize Your Experience: Mastering Client Services and RFPs for Institutional Investors
Sign up for the Loopio Experience Pass and unlock exclusive perks including access to VIP events, limited-edition swag, and one-on-one meetings with RFP & DDQ experts. 🎟️
Take Your Conference Experience to the Next Level with Loopio ✨
Master Your AI Proposal Management Strategy
Optimize your proposal and DDQ response process. Pass holders receive personal consultations with Loopio RFP tech experts to enhance their workflow.
Giveaways & Premium Swag
Receive locally sourced merchandise from New York artisans, plus enter exclusive drawings for valuable prizes.
VIP Access to Exclusive Events & Experiences
Receive priority invitations to private networking opportunities including happy hour events and executive roundtable dinners.
Don’t Miss These Sessions by Loopio
Learn best practices to streamline response management and keep up with AI trends.
Elevating Due Diligence Questionnaires (DDQs) for RFP Success
Learn strategies to streamline DDQ responses, align with investor priorities, and balance clarity with comprehensiveness to meet RFP deadlines.
đź“… Date: March 26 from 1:35 p.m. to 2:35 p.m EST.
Brittany Matisz, Principal Customer Success Manager in Customer Experience
Loopio
Welcome Remarks and Day One Takeaways
Kick off your day with welcome remarks, followed by an engaging recap of key insights and takeaways from the event.
đź“… Date: March 26
Erich Wolters, VP of Enterprise Sales
Loopio
Claim Your Loopio Experience Pass Now
With this exclusive pass, you’ll get access to:
- A personalized 1:1 meeting with a Loopio RFx expert
- A printed copy of the 2025 RFP Trends Report
- An invite-only VIP dinner at a Michelin-rated venue
- Access to a happy hour with fellow proposal pros in asset management
- First dibs on exclusive swag
- Automatic entries for exciting giveaways and prizes