What we do... and how

You need the help of a consultant who knows the industry and we have you covered. Our years of expertise in multiple facets of the financial world cannot be matched.

Our Deluxe Plan includes all of the following:


We work with you to discover what you have, what you need and what you want...  and the associated costs.

Here's an overview of the how of it: 

A Structured Process

RFP Consultants'  Structured Process starts with the Discovery Meetings.

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We explore your global Financial Services background

  • How well are your finance providers serving you now?
  • How well do their systems integrate with yours?
  • Are you satisfied with their personal interaction?
  • What gaps need to be resolved? How quickly?


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We Provide and You Receive

Easy

Scheduling

We are there when you need us. We will work with you, your schedule and current COVID requirements.

Reliability

We are always just a phone call or email away to assist you with your needs.

Client

Confidentiality

Your personal and business secrets are safe with us. We keep your information secure.

Ways to Increase your Efficiency

You want to become more efficient with your finances? We are here to help!

Regular Updates

At each stage, we insure you are kept apprised of our progress.



New Strategies 

and Solutions

We're always working with clients to implement new strategies for your business.


Each client and each client's needs are unique. Our costs are formulated based on the complexity of the task at hand.

A fixed-cost, periodic payment contract will be signed prior to the start.

RFP Consultants.

Contact us for service and pricing details. 

 We know our job and we do it well.