At the NICSA General Membership Meeting in Boston last week, I had the opportunity to channel my inner “Sham-Wow pitch gal” to promote Boston Financial’s Event Center. The session also included presentations from Cipperman Compliance Services, Heng-Tian Services, Keane, and ZS Associates.
The moderators created a highly unusual, but extremely enjoyable and informative, session format where the presenters had at least as much fun as the attendees. The soundtrack from “The Price is Right” set the mood. We were under some pressure with a time limit of 5-7 minutes per pitch. If the time limit was exceeded, bells and whistles would sound and the presenter would be immediately escorted off the stage! Needless to say, each of us finished with time to spare.
Even after almost 20 years of supporting special events for our clients at Boston Financial, many people still aren’t sure what we mean by “events.”
It was fun to explain what we do, by contrasting business events, such as closed fund payments to investors or making contact with inactive shareholders, to a social event that everyone understands – a wedding.
“We do not dress bridesmaids in identical dresses; we do provide private labeled, customized solutions!”
The other presentations covered a range of outsourcing opportunities including compliance, unclaimed property, and sales and marketing. Heng-Tian, a company that works closely with State Street Corporation and Zhejiang University to provide IT outsourcing, pitched their services as innovation outsourcing.
Is there a service that you wish you could outsource, but don’t know how or to whom? Leave a comment and join the discussion.