Treasury relies heavily on the products and services offered by various financial service providers (FSPs), notably banks, and plays an important role in selecting FSPs and managing these relationships. This includes many responsibilities, such as day-to-day communication regarding transaction inquiries, performance evaluations and relationship reviews based on agreed-upon metrics and objectives. MORE.
How to Conduct a Successful RFP for Banking Services
This guide will help streamline the RFP process, providing step-by-step strategies, expert insights and tools to navigate challenges, saving time and ensuring better outcomes for your organization.
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How to Conduct a Successful RFP for a Financial Service Provider
It's not always easy to figure out which FSP is the best fit for your organization. The decision to engage a specific FSP for one service or product can have ripple effects on how you manage your relationship with them. Whether an organization opts for a formal selection process depends on its procurement policy. One common selection method is the request for proposal (RFP) process.Learn More
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RFP Resource Center
Standardized RFPs to help you draft effective requests for proposals that provide the right information and ask the right questions to ensure you receive appropriate and quality responses from potential providers.
AFP Continuing Education Quizzes
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