DONE: Customer Management

Things to think about when creating an RFP for a holistic risk decisioning solution:

An effective RFP aims to provide as much detail as possible about your company, the specific project you are working on, the problems you need to solve, and your desired outcomes. Some things to think about including could be:

• Company History • Scope of Work • Key Deliverables/ Requirements • Selection Criteria • Future Scope/Scale • Timeline

Working with a trusted partner to review and refine your requirements is key to a successful RFP - you may not have done this before, but the experts have! Lean on their experience and benefit from the value of their expert recommendations to ensure you’ve covered all your bases. For more info on how to craft an RFP that will best meet your needs, contact us anytime.

Key Technology Considerations:

• AI-enabled + model-agnostic • SaaS • Cloud-native • Seamless data integrations • Compliance • Data availability and security

• Vendor reliance, IT/ Development time • Case Management • Insights • Customer Lifecycle Management

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