Global Financial Service questions

What needs to be known about your enterprise's financial structure to discover and attract the very best financial service providers?

This is where we start.


Developing a Broad Overview of your Current Financial Services

  • Who are your current service providers?
  • Who are your contacts, and are they local, proactive and easily reached?
  • What are their fees, both disclosed and "hidden"?
  • How frequent, how useful and in what form are reports delivered?
  • How well do these services integrate with your existing system?

Documenting your financial service background


These and similar questions can be answered by  "everyone in the organization". Or can they? Are they documented and reviewed as needs and the environment change?

Obtain an independent and unbiased view on hand


RFP Consultants documents and delivers these answers for your consideration and evaluation..

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The Enterprise Overview 

Our in-depth interviews allow us to understand your enterprise and explore services and improvements to best assist your business endeavours.