Investment Banking

Industry experts manage your process and negotiate non-compensation key vendor and supplier relationships

Turn-Key Procurement for Investment Banks

Concertiv creates custom procurement programs for investment banks to help contain costs, mitigate insured risks, and offload day-to-day supplier and 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.

To get your firm a procurement advantage, schedule a time here.

Investment Banks that leverage our savings programs

To join our elite list of investment banks saving with their vendors and suppliers, schedule a time here.

Category Excellence


Enjoy best-in-class discounts on last-minute, first-class flights, 5-star hotels, and top black car brands while maintaining loyalty perks.

Market Data

Get best-in-class information subscriptions for the lowest prices every year. Each client gets a dedicated specialist for their portfolio.


Reduce operating expense and mitigate risk across your technology products and services. We also provide advisory and business services tailored to your firm’s requirements.


Optimize spend on Benefits and Insurance throughselect program offerings efficiently tailored to the unique objectives andrisks of each client.

Investment Banks are a great fit for all of the Concertiv vendor and supplier categories and savings programs

To get your bank a procurement advantage, schedule a time here.

Onboarding is easy

Investment Banking operations, and finance teams are lean and thin. Our onboarding process minimizes strain on internal resources. We'll do the heavy lifting.

To learn about how we implement your savings program, schedule a time here.

1: Housekeeping

We gather your contract documents, invoices, and procurement data in any format. Then, we work with your suppliers, vendors, and internal teams to get contracts in order.

2: Abstraction & Scoring

We abstract and score commercial and legal terms.

3: Contracting

We manage the negotiation process with suppliers, allowing your teams to choose to attend meetings or focus on other matters.

4: Advisory

We proactively advise on upcoming renewals, product fit, industry best practices and negotiating approach.

Take Control of Your Spend

Join professional services firms from around the globe and save up to 20% on your market data, travel, information technology, and insurance spend

Get A FREE Savings Assessment