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CFOs gain insight and detailed spend reporting of your non-core compensation spend.
COOs at an Investment Bank make sure their teams have the best.
Transforming your digital operations with a trusted extension of your team.
De-risk the operation while efficiently managing spend.
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
Travel
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.
Technology
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.
Insurance
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.
