Requests for Proposals (RFP) for Banking Services

An RFP project is a big job. It's tough to do on your own, even if you have done it before. This is where we can help. TIS is known throughout the industry as the RFP experts. We have worked with corporations, mid-sized companies, colleges and universities, and other not-for-profit organizations on RFP projects for more than 20 years.

How much do we do?

 Many organizations prefer us to handle all the aspects of an RFP project. Their treasury staffs may be too small to run day-to-day operations and an RFP project simultaneously. They may need help to meet a tight timeframe, or no one in treasury has prior RFP experience. This year we are introducing Streamlined RFPs as another option.
 In some cases, a company wants to be in charge of the project but feels that our knowledge of banking services can be a valuable addition to its in-house experience. Other firms prefer to have additional expertise for analyzing bank pricing proposals or to call on outside experts for RFP spot consulting at critical points in the RFP process.

The TIS Approach to RFP Projects

Over the years, TIS has developed an effective approach to managing request for proposal (RFP) projects. We can provide as much assistance for each step of the RFP process as you wish. This includes reviewing final documentation with the bank and being available for implementation assistance.
 Give us a call at 609-466-2300 to discuss your situation with Ken Parkinson or Joyce Ochs. You may also contact us via e-mail at Ken or Joyce. Check out our RFP FAQs and RFP Tips for more information.
 We also offer the most comprehensive, up-to-date source of RFP questionnaires: RFP Questionnaires for Financial Services (4th edition) by Ken Parkinson and Ray Ruzek available on TIS Books.