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An RFP (Request for Proposal) is one of the most effective ways to ensure your banking and treasury services are aligned with your organization’s goals. It creates a structured, transparent process that drives:

• Cost savings through competitive pricing
• Improved services and access to better tools
• Stronger fraud protection and risk management
• Confidence that your banking partners are the right long-term fit
• Clarity around your ideal future state and adoption of best practices, ensuring your financial operations are designed for resilience and growth
   

Whether you’re a business, nonprofit, or public entity, an RFP helps you future-proof your financial operations and create a foundation for growth.

Running an RFP without guidance can be daunting. Finance teams are already stretched thin, and managing the process — from drafting documents to scoring responses and negotiating terms — requires time, expertise, and objectivity. Without a clear framework, it’s easy to:

• Miss key requirements or evaluation criteria
• Struggle to compare pricing across banks
• Lose leverage in negotiations
• End up with services that don’t fully support your needs

That’s where I come in.

At Limoge Consulting, I guide organizations through a proven four-stage RFP process that reduces complexity and maximizes results:

I begin by conducting Business Process Reviews across your finance functions — payments, receivables, fraud protection, and reconciliation. Together, we define your ideal future state so the RFP is built around where you want to go, not just where you are today.

I craft a clear, comprehensive RFP tailored to your needs. This covers services, technology, user experience, fraud prevention, implementation, and pricing. We also set evaluation criteria and scoring methodology upfront.

When proposals come in, I provide side-by-side comparisons, score responses against agreed criteria, and deliver selection recommendations. You’ll see exactly how each bank measures up — from services to costs to long-term support.

After selection, I support you and your new banking partner through onboarding. Whether phased or all at once, I help ensure a smooth transition and remain available for post-implementation support and escalations.

I’m bank-agnostic, which means I don’t sell or represent any institution’s products. My only priority is helping you get the best outcome — lower costs, better tools, reduced risk, and banking relationships that truly support your mission.