RFP.FINANCE — Bank RFP Advisory for Fintech Teams

RFP.FINANCE is a Florida-based advisory practice for fintech vendors selling into banks and credit unions. We qualify bank RFPs, RFIs, vendor risk questionnaires and diligence packages before your team commits proposal, security review and legal hours.

How It Works

Share the bank solicitation or diligence package
We map the buying committee: procurement, vendor risk, information security, line of business
We review fit, incumbent signals, control requirements and contract terms
You get a defensible recommendation: pursue, reshape, or walk away

What We Review

Evaluation criteria and scoring weights
Incumbent core, processor and point solution signals
Third-party risk questionnaires, SOC 2 and penetration test expectations
Data residency, uptime, incident response and audit rights
Liability caps, exclusivity, exit and termination language
Integration scope and realistic time to a signed agreement

Who We Work With

Payments and card platforms, lending and deposit software, onboarding and account opening, AML, KYC and BSA compliance technology, plus infrastructure and data providers selling through bank vendor management.