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ATB FINANCIAL has floated a tender for Digital Wealth Experience - Client Advisor Portal. The project location is Canada and the tender is closing on 24 Jul 2023. The tender notice number is 23.57, while the TOT Ref Number is 84482552. Bidders can have further information about the Tender and can request the complete Tender document by Registering on the site.
Procurement Summary
Country : Canada
Summary : Digital Wealth Experience - Client Advisor Portal
Deadline : 24 Jul 2023
Other Information
Notice Type : Tender
TOT Ref.No.: 84482552
Document Ref. No. : 23.57
Financier : Self Financed
Purchaser Ownership : Public
Tender Value : Refer Document
Purchaser's Detail
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Login to see detailsTender Details
The intent of this RFP is to identify potential Proponents to establish a strong foundation for us to offer a differentiated digital platform that will enable our clients an interactive way of accessing their investment accounts with streamlined processes (including onboarding, self serve account monitoring, goal management and money movement), with two-way communication, alerts and notifications and document management.
Solicitation Number : 23.57
Solicitation Type : Request For Proposal
Closing Date : 07/24/2023 02:00:59 PM Alberta Time
Agreement Type : NWPTA/TILMA & CFTA
Commodity Codes : L099J: Financial Advisory/Investment Banking Services
L006A: Banking and Trust Company Services
L099B: Financial Management
L099G: Financial Transaction Processing Services - Electronic Commerce
Category : Services
Response Submission :
Submissions should be sent to Sourcing@atb.com with a cc: to agreenway@atb.com
Documents
Procurement Documents for Canada
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