Streamline Operations and Drive Value
Procurement-as-a-Service for mid-market financial services
Come for the Savings, Stay for the Operational Efficiencies
Unlocking efficiencies and optimizing spend has become a key priority for financial services firms amidst escalating capital costs. Vendor and spend management are at the forefront of these initiatives. Clients often engage Concertiv with cost-focused agendas where we can deliver 3.0+ average ROI in key spend categories that represent a material, bottom-line impact.
However, clients stay with Concertiv for more than just cost savings – we deliver operational efficiencies, market intelligence, peer benchmarking, and expert vendor portfolio insights that ultimately result in better products, prices, processes, and decisions for the client.
Why leading firms partner with Concertiv
- Pre-negotiated volume discounts and preferred terms
- Expert contract analysis and price negotiation
- Peer benchmarking and vendor landscapes
- Portfolio analysis and product recommendations
- Spend and utilization insights
- Centralized view of your vendor and travel spend, contracts, and documents
Material Savings to Impact the Bottomline
Leading firms are turning to procurement-as-a-service for more than just cost savings
Product expertise & curation
Our team of domain experts leverage deep industry knowledge to curate the best products, helping you select the right products and vendors for your needs.
Group purchasing & preferred terms
We provide access to purchasing power and negotiating expertise typically only available to the largest firms, helping our customers to get the best products at the best price and terms.
Administrative efficiency & spend intelligence
Powered through our Concertiv360 platform, we take the administrative burden of license, invoice and vendor management off your plate while providing portfolio insights to reduce contractual risk and optimize spend.
Procurement-as-a-Service
Concertiv’s Methodology to Driving Year-over-Year Savings & Efficiency
Concertiv Purchasing Solutions
Concertiv’s Purchasing Solutions provide mid-market firms access to product expertise and preferred terms typically only available to the largest firms. We leverage our market intelligence, group purchasing power, and expansive vendor network to help mid-market firms obtain the best products at the best prices and terms.
Concertiv Managed Services
Concertiv's Managed Services remove the administrative burden associated with managing a portfolio of vendors. Our procurement team does the work your team does not have the time or expertise to do to help your firm maximize efficiency with a centralized vendor management team.
Concertiv Insights
Concertiv Insights arms your team with the intelligence and insights your firm needs to make the best decisions. We provide peer benchmarking, vendor landscapes, portfolio recommendations, spend intelligence, and budget forecasts to help inform business decisions and minimize risk.
Concertiv360™
Concertiv 360™ is the procurement platform built for the mid-market. It centralizes your vendor management giving you a 360-degree view of all vendors, contracts, spend, and utilization while providing detailed reports and analytics to ensure you have complete visibility of all your vendors and contracts.
Experts in Spend Categories Most Relevant to Your Business
Procurement solutions to maximize efficiency and optimize spend
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Our Customers Say it Best
Hal Rodriquez
Managing Director and Chief Operating Officer
Jamie Davis
Chief Financial Officer
Elliot Attie
Partner and Chief Financial Officer
