LIBRARY
The Library provides RFPs containing foundational questions that enable treasury management and commercial banking and payments teams to capture the capabilities, integrations, workflows, and differentiators that define today’s vendor landscape. The format gives these teams a structured, confidence-building starting point to evaluate partners, align internal stakeholders, and accelerate complex purchasing decisions.
The guidance below will help you structure your RFP process effectively, as well as get the most value from the Library:
1.
Begin with foundational alignment.
Clarify your FI’s priorities, constraints, and must-have capabilities before engaging vendors.
2.
Reference the universal questions as a starting point.
They help confirm that core vendor context is addressed alongside your institution’s existing governance processes.
3.
Use solution-specific RFPs to probe deeper.
Each RFP focuses on the product-specific functionality and differentiators that matter most.
4.
Avoid leading the vendor.
Let vendors describe their approach rather than shaping their responses with overly prescriptive instructions.
5.
Partner with your Datos Advisor.
The RFPs are just the start. Datos Advisors can supper deeper evaluation, scoring design, and vendor selection
Why are universal questions included on the landing page instead of in each RFP file?
The universal questions are included to help ensure governance basics aren’t overlooked early in the vendor evaluation process. Most institutions already have standard procurement or risk questionnaires; listing these questions once avoids duplication and keeps each RFP file focused on solution-specific evaluation.
How do the topic-specific RFPs fit into my process?
Each downloadable RFP focuses on the core capabilities, integrations, and differentiators unique to that product area. Use them after the universal questions to evaluate depth and alignment across vendors.
Can I customize the question sets?
Yes. The RFPs provide a structured starting point. Institutions should tailor them based on internal requirements, risk considerations, and workflow needs.
Why doesn’t the RFP template include scoring?
Scoring frameworks vary widely across institutions and use cases. The templates provide clear, structured question sets, but evaluation and weighting should remain internal to the institution’s priorities.
Do I still need demos and client references?
Yes. RFPs help you gather structured information early in the process, but full evaluations typically include product demonstrations, reference discussions, and deeper due diligence.
Will additional RFPs be added?
Yes. New RFPs will be added as Datos’ matrix reporting expands into additional Treasury Management, commercial banking, and payments product areas.
What if I have questions or need help with an RFP?
Datos Advisors can support you with scoring design, vendor shortlisting, and evaluation execution beyond the RFP templates.
Clients of Datos Insights’ Commercial Banking & Payments practice can log in to access the universal RFP questions and download the RFP templates.