Choosing a depository bank is one of the most important financial decisions a public entity makes. We help you create, run and evaluate a bank RFP — and understand the pricing, terms and questions behind every response.
Our team has sat on both sides of the bank RFP — inside the bank and beside the public entity — and we bring both perspectives to yours.
Ampersand or its affiliates may receive compensation from participating financial institutions. See our Regulatory Disclosures.
We help you decide what belongs in your RFP — and what to ask of every bank.
Operating accounts, treasury services and account structure.
TANs, BANs and lines of credit.
Understanding balances and timing to size services correctly.
Reporting on the financial health of your depositories.
We’ll talk through your current services, pricing and goals — and whether an RFP makes sense now.
