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This feature is upgradeable

For End Users

You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.

Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.

Speak with an analyst

Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.

To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.

or contact us to discuss a subscription.

Survey Summary

The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.

Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.

HOW TO SUBSCRIBE

To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.

RFX Report

The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.

The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.

Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.

In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.

HOW TO SUBSCRIBE

Please click here for more information on Premium features or contact us.

To learn more about subscribing to our service options, please contact us here

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Insights

Joining the Dots -Client lifecycle management

14 November 2018

A single view of every aspect of the client relationship across a financial institution is the key to continuing business success: This paper ex…