Transcription of The Request for Proposal Process - Treasury Alliance
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The Request for Proposal Process - Treasury Alliance
The Request for Proposal Process Mark K. Webster, CPA, CCM, Partner Daniel L. Blumen, CTP, Partner Treasury Alliance Group LLC. Agenda Background Bank Relationship Management Changing banks The RFP Process RFI versus RFP. RFP Steps Implementation Wrap-up and Q&A. 2009 Treasury Alliance Group LLC All Rights Reserved Page 2. Background Relationships are Valuable You don't want to change banks Your banker doesn't want you to change banks You're unhappy with your current banking services or pricing or quality or something You need additional services Have you told anyone? 2009 Treasury Alliance Group LLC All Rights Reserved Page 4. The Challenge Simple Objective Mutually beneficial long term relationships with your financial partners Providing high quality products and services Ensuring mutual profitability Challenging Execution Need for multiple banks Wide range of service requirements Regulatory requirements Market capacity Information transparency Price of Failure Lack of service availability Suboptimal pricing 2009
The Request for Proposal Process Mark K. Webster, CPA, CCM, Partner Daniel L. Blumen, CTP, Partner Treasury Alliance Group LLC
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