Accelerate your RFP for asset management response process
Jordan Braun2021-01-04T09:28:18-06:00When your financial institution receives a new RFP for asset management, is it viewed as an exciting opportunity? Or, [...]
How to shorten your RFP timeline: An overview, tips and examples
Jordan Braun2020-12-07T20:21:39-06:00Can your RFP timeline be optimized and shortened? Explore a typical RFP timeline as well as four quick ways to save time and make the process more efficient while still being effective.
The business case for RFP software — 7 steps, example and template
Jordan Braun2020-12-11T11:45:35-06:00RFP software saves time and money and a business case helps communicate the benefits to decision makers in your company. Win budget for technology that improves the efficiency, collaboration and consistency of your proposals. Explore the elements of a business case, the people involved, how to write one for RFP software and more.
Accessing and managing client data
Jordan Braun2020-08-24T11:32:54-05:00When it comes to quickly crafting effective proposals, easily accessing data is key. That’s why request for proposal (RFP) management software is so helpful.
How to Write an RFP for Benefits Administration: 9 Quick Tips
Jordan Braun2021-01-08T10:29:52-06:00Much to everyone's chagrin, Request for Proposals are still largely considered the gold standard of vendor selection. So here’s some practical tips for finding your next benefits administration partner faster, and making sure that RFP is worth your while.