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Introduction to Bank RFP's

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Stages and Time Line
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  0:58PREVIEW: Introduction to Bank RFP's
Part 1: Before You Tackle The RFP
  Stages and Time Line12:54
  Banking Consolidations, Credit Needs, and Technology Questions7:37
  Benefits, Services, and Planning Wrap Up6:25
Part 2: Putting The RFP Together
  Organizing RFP Packages, Timing, and Focus on Back End 10:14
Part 3: Analysis of Results and Final Decision
  Checking Preferences, Ranking Sections, and Conclusion 11:21
Continuous Play
  Bank RFPs: Strategies for Success49:29
SUPPORTING MATERIALS
  Slides: Strategies for SuccessPDF
  Strategies for Success Glossary/IndexPDF
  PRE-RFP SELF-ADMINISTERED QUESTIONNAIREPDF
  RFP Indicator QuizPDF
  Sample Bank RFP QuestionnairesPDF
  THE REQUEST FOR PROPOSAL (RFP) TIMELINEPDF
REVIEW & TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam