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Beyond the Checklist: Writing RFPs That Get the Answers You Need
Most bank and credit union RFPs read like checklists, and checklists produce generic, unusable answers. Phil Marion, who leads Q2's proposal team and reviews about 10,000 RFP questions a month, explains why that approach fails financial institutions, and how to write an RFP that surfaces real, differentiated answers. On this episode of The Purposeful Banker, he shares practical, actionable steps for rethinking your next RFP process.
Related Links
[Guide] Your Digital Banking RFP Evaluation Guide
[Webpage] The Work of Edward Tufte
[LinkedIn] Phil Marion
The skinny
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