Financial Services
RFP responses for financial services firms.
RFP finance solicitations are exacting about fees, qualifications, and disclosures. We prepare responses in which the narrative and the numbers agree on every page.
Solicitations we respond to
- Banking and depository services for public bodies and institutions
- Investment management and investment advisory services
- Retirement plan administration and recordkeeping
- Accounting, bookkeeping, and financial reporting services
- Financial advisory and consulting engagements
What financial evaluators examine
Finance committees and investment boards look closely at fee structures, service models, reporting, data security, and the people who will manage the relationship. They compare responses side by side, so inconsistencies between sections are noticed quickly.
We build each response so that fees, service levels, and staffing read the same in the narrative, the questionnaire, and the price form.
Questionnaires and due diligence
Many financial solicitations arrive as long questionnaires rather than open narratives, often with a separate due diligence section and required attachments. Each answer is scored on its own, so a short, precise answer that addresses the question directly will usually serve you better than a paragraph borrowed from marketing material. We draft each answer to the question as asked.
Disclosures and compliance
Financial RFPs often require regulatory disclosures and standard representations. We organize and present them clearly. Their substance is reviewed and approved by your own compliance and legal teams.
Why our background matters here
Our founder spent sixteen years in finance before starting the firm. Fee schedules, reconciliations, and reporting obligations are familiar ground, which shortens the time your specialists need to spend explaining them.
Practice Areas
Where our work is concentrated.
- RFP writing servicesComplete responses or a single stage of the work.
- Government proposal writingFederal, state, local, and education solicitations.
- Audit RFP proposals for CPA firmsResponses to public and nonprofit audit RFPs.
- Financial services RFP responsesBanking, investment, and accounting solicitations.
Begin with a private consultation.
Tell us about the opportunity and your deadline. We review every inquiry personally.