What can we do to help you, the senior financial professional?
RFP Consultants' structured, professionally designed RFP process helps you -->
from start to finish .
- Free up your time
- Acquire pertinent professional advice
- Receive professional services at a reasonable cost
We match you to the BEST Financial Service Providers
Requests for Proposals are Important.
A Request for Proposal presents your company to the world.
A well-crafted RFP is essential to get the results that you want and need, from the most qualified Financial Service Providers available.
Who you are
You are a senior financial professional,
charged with the management of your Financial Service Providers.
Help from RFP Consultants
We work with you to build and manage your RFP process.
When you need to review arrangements with your Financial Service Providers, depend on our experience and expertise to save you time and money.
Let RFP Consultants guide you to find your best Financial Service Providers
The Four Pillars of Financial Services we help you locate:
Banking
You manage cash flows, liquidity and foreign exchange. When your banker is not up to the challenge,
RFP Consultants helps you identify new resources
Investment Management
Is your Investment Policy Statement up-to-date? Is your portfolio's management approach appropriate to your present circumstances and today's markets? Are you taking advantage of available risk-appropriate opportunities?
RFP Consultants asks the tough questions and finds you the right answers!
Insurance & Risk Management
Are you safeguarded against unexpected business, physical and personal risks and liabilities?
RFP Consultants is there to help you mitigate risk.
Trust Agencies
Are you well positioned to transition responsibilities, assets, or commitments? Any foreign holdings require special handling? Are you benefiting from or considering any personal bequests?
Be assured of RFP Consultants' expertise when you address those responsibilities.
Our Team
