A tried and tested methodology for the choice of software packages for the finance, banking and insurance sector

Selection of software packages

Finance, Banking, and Insurance Software Packages


We help our clients choose their Finance, Banking, and Insurance solutions: the strength of our achievements and our consultants’ expertise allow us to offer customers a methodology for selecting a tried and tested software package, which enables us to offer high-quality advice on a range of functional topics.

In close collaboration with your teams, the main stages of our approach are:

  • Auditing existing elements and performing a needs assessment
  • Interviewing Key Users
  • Defining selection criteria
  • Drafting the RFI/RFP for publishers
  • Organiz POCs
  • Examining the RFQ