Vendor Evaluation

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Simplify search and selection.

Understand and prioritize complex requirements while gaining a holistic view of the vendor market whether you are looking for software or services. We streamline due diligence through market insight, a deep understanding of the vendor landscape, and a proven process for vendor and service provider evaluation.

We begin the vendor strategy process by determining your key stakeholders and assessing their needs in-depth. From there, we work with you to determine the optimal process for selecting a vendor, whether that be an RFI, RFP, or proof-of-concept.  Our consultants can handle everything from requirements definition through the facilitation of the selection with the market, freeing up your team to focus on their day-to-day.

Our consultants have hands-on experience working with or implementing every major system and service across the investment lifecycle. This functional knowledge offers you unmatched perspective on available options and important considerations—from functional capabilities to ease of implementation to strategic partnership value.

Financial technology has never moved faster. Our dedicated vendor relations team keep pace with these changes to keep you up-to-date on the latest industry intel. By maintaining a close pulse on the market, you’ll mitigate risk, accelerate the search and selection process, streamline negotiations, and transition your technology or outsourced model smoothly.

Leverage our vendor knowledge and a deep library of RFPs and RFIs, to quickly ramp up your project from spreadsheets to proof of concept. We know the importance of transitioning your technology efficiently, so we cut to the chase to get you to a hands-on concept sooner.

Practice Areas

Leverage unmatched expertise across the investment continuum.

Our consultants are industry leaders with the vision to understand where the industry is headed and the hands-on experience to help you realize your goals.

We have the expertise and track record to design and deliver projects of any scope.

Discuss your needs with an expert and discover how we can help.