Financial Agreement Automation: RFP GuideTrillions of dollars in financial transactions are processed each year. These include credit agreements, loans, new account openings, mortgages, pensions and annuities.
Today’s customer is looking for speed, ease and convenience. To meet these demands, financial institutions must offer fully digital experiences.
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This guide is for financial institutions evaluating technology for agreement automation. It will assist you in:
- Determining your agreement automation requirements
- Defining stakeholder roles in the RFP process
- Evaluating technology providers (+120 sample RFP questions provided)
- Comparing end-to-end and standalone solutions