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
Concertiv procurement image.

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.

CASE STUDY

Global Investment Advisor Centralizes Procurement

Concertiv procurement group image.
Concertiv modern building image.

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.

20%

Savings across key spend categories

$500m+

In annual spend under management

39%

Increase in administrative efficiency