Our approach
Our suite of solutions is designed to make a material difference to a bank’s ability to remain ahead of the curve in a very competitive landscape. Through strategic partnerships, we help commercial banks generate operational efficiencies, focus on revenue growth and manage risk effectively.
With more than a decade of experience in front-office and operations support, we partner with banks to offer support in proposal management and traditional and digital marketing tasks to enhance their presales and marketing functions.
The following are some of the product lines we provide support for:
Who we serve
Support We Offer
- We support commercial banks‘ proposal management teams in compiling responses to requests for proposals (RFPs), requests for information (RFIs), and Association of Financial Professionals® (AFP) questionnaires
- We cover the entire suite of treasury services products, including cash and liquidity management, commercial cards and trade finance
- We prepare visually enhanced proposals and design attractive templates in line with branding guidelines
- We conduct periodic reviews and maintain proposal software tools such as Qvidian, Loopio, RocketDocs and RFPIO
- We create and maintain marketing templates and other commonly used material
Support We Offer
- We support commercial banks‘ proposal management teams in compiling responses to requests for proposals (RFPs), requests for information (RFIs), and Association of Financial Professionals® (AFP) questionnaires
- We cover the entire suite of treasury services products, including cash and liquidity management, commercial cards and trade finance
- We prepare visually enhanced proposals and design attractive templates in line with branding guidelines
- We conduct periodic reviews and maintain proposal software tools such as Qvidian, Loopio, RocketDocs and RFPIO
- We create and maintain marketing templates and other commonly used material
How we are different
Over a decade’s experience in working with the marketing, sales, digital, business development, and reporting teams of financial services organisations across the globe
Hands-on experience in providing compelling banking proposals across multiple segments such as payables, receivables, and card and merchant services
Expertise in all facets of marketing material support and digital marketing
Proven record in implementing industry best practices across proposal, marketing, digital and sales-enablement platforms to ensure improved return on technology spending
Seamless transition and implementation with clearly outlined service-level agreements
What we have done
Building an Integrated Global RFP Support Team for a Europe-based Asset Manager
What we are proud of
40%
RFP win rate
~96%
response acceptance rate
Our Perspective on Presales and Marketing Support for Commercial Banks
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