Concertiv for Investment Banks

Drive savings and reduce administrative burden with Concertiv’s Procurement-as-a-Service

Optimize Spend. Reduce Costs. Save Time

‍Concertiv creates custom procurement programs for investment banks to help contain costs, minimize risks, and offload day-to-day vendor management and procurement in market data, technology, insurance / benefits, and travel. Successful boutiques and middle-market banks leverage the dedicated Concertiv model and entrust us to navigate through the constant change of suppliers, vendors and products they use.

Concertiv’s procurement solutions provide Invesment banks:

  • Product expertise and curation to ensure the best products
  • Group purchasing and preferred terms to get the best price and terms
  • Operational efficiency gains by removing the burden of vendor management
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Experts in Spend Categories Most Relevant to Your Business

Procurement solutions to maximize efficiency and optimize spend

Global Investment Advisors

A global investment advisor was facing 12%+ annual cost increases and struggling with the administrative burden of managing over 40 vendors across multiple departments and geographically dispersed offices. With Concertiv's Procurement-as-a-Service they were able to save over $800,000 while also realizing ongoing operational efficiencies, freeing up time and resources to focus on more critical priorities.


Global Investment Advisor Centralizes Procurement

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Experience the Concertiv Advantage

Leverage our unparalleled market intelligence, deep procurement expertise, expansive vendor network, and Concertiv360™ platform to unlock savings, drive operational efficiencies, and proactively manage risk across an ever-changing vendor landscape.


Savings across key spend categories


In annual spend under management


Increase in administrative efficiency