This session seeks to eliminate the noise and waste of Banking RFPs, and thereby help obtain better results. From when (and when not) to RFP, to setting proper expectations, to sharpening the focus on what matters (and how technology has impacted what matters), participants will shed anxiety by realizing the banking RFP can be, if not a breeze, at least not a tornado of complication.

  • Understand when the RFP is actually necessary and some alternatives when it isn’t
  • Understand how to “tell not ask” to receive consistent, relevant, easy to compare feedback
  • Understand how to craft the process to make it work better and faster with fewer people