This session delves into the intricacies of the proposal process and how RPAG's innovative solution streamlines and simplifies the entire experience. Join us as we explore the key topics discussed during the session, shedding light on the benchmarking spectrum, the challenges of fee benchmarking, and the comprehensive RPAG Fee Benchmarking Suite.
Presenter:
Lisa Conte, RFP Team Lead
The session commenced with an exploration of the benchmarking spectrum, highlighting the importance of evaluating fees and performance across various providers. Attendees gained insights into the fee benchmarking challenges faced by advisors and the industry as a whole.
RPAG's Fee Benchmarking Suite was unveiled as a comprehensive solution to overcome these challenges. The suite includes provider analysis, Prism, Prism365, and the star of the show, RFP Express. Attendees were introduced to these time-saving solutions that empower advisors to efficiently manage the proposal process.
RFP Express stole the spotlight as the instant proposal solution that simplifies and expedites the request for proposal (RFP) process. Attendees were treated to a live demo by Lisa Conte, showcasing the ease and efficiency of generating instant proposals through RFP Express. The solution eliminates the time-consuming manual process, revolutionizing the way advisors request and receive proposals from providers.
Throughout the session, the focus remained on providing time-saving solutions for advisors, streamlining their workflow, and enhancing the client experience. RFP Express emerged as a game-changer in the industry, offering an efficient and effective solution to the complex and often arduous task of generating proposals.
Are you looking for more insights? Download the presentation here.
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