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The ATB FINANCIAL has issued a Tender notice for the procurement of a Digital Wealth Experience - Client Advisor Portal in the Canada. This Tender notice was published on 17 Jun 2023 and is scheduled to close on 24 Jul 2023, with an estimated Tender value of Refer Document. Interested bidders can access detailed Tender information, eligibility criteria, and complete bidding documents by referencing TOT Ref No. 84482552, while the tender notice number is 23.57 and Registering on the platform.
Procurement Summary
Country: Canada
Summary: Digital Wealth Experience - Client Advisor Portal
Deadline: 24 Jul 2023
Posting Date: 17 Jun 2023
Other Information
Notice Type: Tender
TOT Ref.No.: 84482552
Document Ref. No.: 23.57
Competition: ICB
Financier: Self Financed
Purchaser Ownership: Public
Tender Value: Refer Document
Purchaser's Detail
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Email: Login to see tender_detailsLogin to see details Tender 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. Documents
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 [email protected] with a cc: to [email protected]
Procurement Documents for Canada
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