RFP Process 101

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/ Subscribe & Stay Updated If you enjoyed this episode, don't forget to like, subscribe, and hit the bell icon for updates on our latest discussions around the latest in Corporate Treasury for the MEA region. Follow us on: LinkedIn: https://www.linkedin.com/company/meatreasurers Instagram: https://www.instagram.com/meatreasurers/ A word from our partner: Treasury is changing fast: new risks, new regulations, and new opportunities. So how do you stay ahead? The Association of Corporate Treasurers has been helping professionals globally for nearly 50 years. From qualifications and training to networks, events, and exclusive content, the ACT is where you can grow your skills and connect with a global community of treasury professionals. Become part of a network that gives you a stronger voice and the chance to shape the future of your profession. Visit treasurers.org to find out more.