Smart Shopping: How to Acquire the Banking and Treasury Services You Need

Knowing specifically what banking and treasury services you need to meet your government's goals now and in the future is essential before releasing a request for proposal (RFP). If you are considering traditional banking services or new financial technologies, fraud prevention tools, or artificial intelligence or process automation tools, it is important to understand industry norms, risks, and peer insights.

GFOA has updated its “Banking and Treasury Services RFP Checklist Resource” to help governments obtain banking and treasury services. Whether undertaking a full-scale banking services RFP, procuring specific services, or enhancing current banking and treasury functions, this session will provide practical takeaways to help your entity review, obtain, and manage its banking and treasury operations for years to come.