City Integration were engaged by a Hedge Fund based in Dubai to run a full Front-to-Back RFP with a view to completely re-platforming across both the business and technology
Our consultants worked with the client’s teams to capture and document their requirements and draft a detailed RFP. We helped the client select a long list of potential partners and then managed the process to refine to a shortlist of two who were then objectively scored against each other using a wide range of criteria, functional, cultural and financial
This client had a particular focus on the selection of a new Fund Accountant to support Private Client valuations, and also in the implementation of an enhanced CRM platform
Once the RFP was completed, we assisted the client with delivery planning before handing back to their internal change management team to progress