In one of the most practical and revealing episodes yet, Roshun Tulkens walks us through the RFP process from the inside.

From building the business case to selecting the right partner — we go deep into the strategy, structure, and psychology behind successful RFPs.

Whether you’re launching your first RFP or refining your approach, this conversation is for you!

00:00 Intro

00:58 Guest Intro

01:38 What's an RFP?

02:04 How to Decide You Need an RFP

04:14 Identifying RFP Criteria and Prerequisites

07:50 How Does The Team Look Like During an RFP?

13:40 Collecting Data From Banks

16:02 RFP Step by Step and Timeline

24:39 How To Evaluate an RFP Succesfulness

29:49 Balancing Service vs. Pricing

35:09 How Often We Should Revisit an RFP?

39:59 Final Thoughts and Advice before going for an RFP

Guest Speaker Name: Roshun Tulkens

Title: Deputy Treasurer at Agility

LinkedIn: https://www.linkedin.com/in/roshuntulkens/

Company Link: http://www.agility.com/

Host Name: Mohamed Kortam

LinkedIn: https://www.linkedin.com/in/mokortam/

Watch the Episode on:

Youtube: https://www.youtube.com/@MEATreasurers/

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