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International Private Banking Systems

International Private Banking Systems RFP (Request for Proposal) questions

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  1. RFP Questions about General Company Information for International Private Banking Systems

  2. Who will serve as the primary 052B contact for this RFP?

    someone from infuiltive

  3. Who will serve as the primary 052B contact for this RFP?

    052B.

  4. Who will serve as the primary International Private Banking Systems contact for this RFP?

  5. Please provide a company overview for International Private Banking Systems.

    International Private Banking Systems is a specialist provider of wealth management software for the private banking sector. The company began operations in 1993 and the flagship product, IPBS, is a →

  6. Where is International Private Banking Systems located?

    The offices from International Private Banking Systems are located in Nassau (Bahamas)

  7. How long has International Private Banking Systems been in business?

  8. Please provide International Private Banking Systems’s mission and/or vision statement.

  9. Describe the International Private Banking Systems company structure. (Private, public, partnership, etc)

  10. How many full-time, part-time and contract employees does International Private Banking Systems have? (Please provide breakdown)

  11. What awards or recognition has International Private Banking Systems received in the last three years?

  12. Is International Private Banking Systems affiliated with any industry or professional associations?

  13. What licenses or certifications does International Private Banking Systems hold?

  14. Please provide a product or service overview and description.

  15. Customer RFP Questions for International Private Banking Systems

  16. How many customers does International Private Banking Systems currently serve?

  17. Please provide contact information for three customer references for International Private Banking Systems.

  18. International Private Banking Systems Competitors RFP Questions

  19. Why should we work with International Private Banking Systems instead of one of your competitors?

  20. Are there alternative solutions that could better meet our needs?

  21. Functionality and Deliverables RFP Questions for International Private Banking Systems

  22. Provide a sample timeline for a standard implementation.

  23. What self-service reporting tools are available to us?

  24. What integrations are available?

  25. When are updates and enhancements delivered to customers?

  26. How often are projects completed on time and within budget?

  27. What action, participation or documentation is required from an organization to ensure timely implementation?

  28. Experience and Approach Questions for International Private Banking Systems

  29. Please provide any relevant case studies.

  30. What resources will be dedicated to a project?

  31. How often will you report about progress and results?

  32. What technology do you leverage to ensure excellent customer communication and experience?

  33. Provide a list of the standard report options, what each includes and available formats.

  34. How are usage and performance reports provided?

  35. What KPIs does International Private Banking Systems track and report?

  36. Customer Success RFP Questions for International Private Banking Systems

  37. On average, how long does implementation take?

  38. What is required from a customer to ensure success?

  39. Do you have a change management process?

  40. Do you conduct quarterly business reviews with customers?

  41. How do you provide updates, track progress and ensure our success?

  42. Please provide a list of self-service tools or resources that are available after onboarding.

  43. How do you manage customer requests, complaints, concerns and feedback?

  44. ​​Do you use in-house or outsourced resources for customer support?

  45. Pricing RFP Questions for International Private Banking Systems

  46. What are the itemized one-time, startup costs and recurring annual/monthly costs?

  47. What limits are imposed upon users, training hours, professional services and data storage?

  48. At what level do you provide volume discounts?

  49. Risk Management RFP Questions for International Private Banking Systems

  50. Share statistics about technology stability/reliability and down times.

  51. How often does the company update and test the continuity and preparedness plans?

  52. Data Security RFP Questions for International Private Banking Systems

  53. Is International Private Banking Systems ISO certified?

  54. Describe how security vulnerabilities are identified and mitigated.

  55. Have you experienced downtime in the last two years? If so, how long were customers impacted?

  56. Sustainability RFP Questions for International Private Banking Systems

  57. Do you have a corporate responsibility policy? If so, please provide it.

  58. What sustainability accreditations and certifications do you hold?

  59. How can we partner with you to enhance environmental sustainability in our mutual supply chain?

  60. Do you use renewable energy?

  61. Do you enforce a supplier code of conduct? If so, please provide it.

  62. Diversity and Inclusion RFP Questions for International Private Banking Systems

  63. Please provide any current diversity certifications.

  64. What percentage of senior leadership is women or minorities?

  65. Have there been any claims of sexual or general harassment, misconduct or discrimination in the last 5 years? Please provide details, if so.

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