Financial Services

Introduction

Winning contracts is a critical factor for success in the competitive world of finance, with 20% of the EU's total services procurement spending going towards financial services. Procurement in this sector goes beyond just cost, involving a rigorous evaluation process that assesses a bank's technical prowess, data governance practices, and adherence to complex compliance regulations.

The scope of bids can be quite broad, encompassing everything from commercial and investment banking infrastructure to wealth and asset management systems. Proposals need to be accurate and well-rounded, with complex scoring criteria based not only on financial competitiveness but also on technical expertise and a commitment to data security.

Engineered Alignments

Financial Documentation Processing - Upload a range financial documentation to be effectively processed into your database so key financial data from various sources like balance sheets and income statements are accurately incorporated into the bid.

Virtual Private Cloud Security - Our commitment to data security extends to the cloud. We leverage (VPC) technology to create a secure, isolated environment for each client within the shared cloud infrastructure ensuring your data remains segregated and protected with additional access controls

Evaluation Criteria Management - Input criteria of the bid to enable the response to be specifically tailored to the strict bid requirements, and directly address the technical expertise and data security aspects valued during the evaluation process.

Targeted Applications

  • Investment Banking
  • Wealth, Asset & Portfolio Management
  • Commercial Banking
  • Insurance