The value of an RFP for Financial Advisors
Justin Witz September 13, 2023
One of the most important fiduciary duties of a Financial Advisor is to evaluate every service provider. One core component to support this review is
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Tips, tools, and insights to enhance your RFx journey
According to Medieval legend, the Knights of the Round Table were the very best knights in King Arthur’s court who highly valued virtue, chivalry, and loyalty above all else. Catapult’s Round Table is no different.
Read on to hear from experts in the RFx field — covering everything from content management strategy tips and RFP writing pointers to ruminations on Catapult’s core business values.
One of the most important fiduciary duties of a Financial Advisor is to evaluate every service provider. One core component to support this review is
One of the most important fiduciary duties of a Financial Advisor is to evaluate every service provider. One core component to support this review is
What are the odds that you thought a Request for Information (“RFI”) was meant only for corporations and used to evaluate qualified vendors before putting
Tony Blevins, aka the Blevinator, is the world’s most renowned person in procurement. He has single-handedly structured Apple’s most significant deals over the past 20+
One of our reference companies in Catapult’s headquarters is on Starbucks. The world’s leader in brick-and-mortar coffee shops and an innovator of coffee culture. If
Congratulations! After a lengthy decision-making process that oftentimes takes months to conclude, your firm has officially decided to move forward with its purchase decision for Enterprise RFx
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Whenever one hears the term ‘battlefield,’ they may be quick to think of the countless historic wars and battles that have persisted since the beginning
his past week, Team Catapult took a trip down to Tampa to participate in the National Association of Plan Advisors (NAPA) 401(k) Summit. Hundred of companies
Historically, the RFx process has been arduous and manual for both requestors and responders, yet the RFP remains the number one way to find and evaluate new
One of the most important jobs of a Content Manager is making sure writers can find the right answers when completing RFx projects. It is imperative that
Welcome to Catapult! We’d like to take a minute to introduce Catapult and ourselves. Catapult is an all-in-one RFx solution. What is that? RFx = “Request for
Click here to read the beginning of our series on “Rules For A Knight” by Ethan Hawke. Rule #3: Gratitude Gratitude has to be one of our
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The year 2020 will undoubtedly go down in history as unique and one-of-a-kind. Whether it is COVID-19 or the insurmountable number of effects as a
RFPs continue to be the primary way to evaluate and choose vendors in nearly every industry from healthcare and government to construction and education. So
The goal of an RFP is to get the best vendor for your project at the best price. So how do you make sure you’re
We know that RFPs are the number one way to choose a new vendor – so how come RFP writers are often left out of
Catapult is one of the FinTech Winners in the Charlotte Inno on Fire startup ecosystem. This event makes us feel proud and honored, and we thank Charlotte Inno
RFx Procurement Definitions In the military we had a habit of communicating in acronyms, it actually felt cool when you knew something everyone else didn’t,
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(Without the Baby) Over the past few weeks we’ve onboarded over 2,500 new users across hundreds of Organizations around the globe. These organizations have either
Written by David J. Witz CEO of PlanTools and published on the Summer 2020 issue of Plan Consultant magazine. What mind set do you have when you approach
Do you sometimes feel like your content is managing you instead of the other way around? Do you find that your content library is full
Justin Witz, CEO of Catapult – a member of the newest QC Fintech class – is building a subscription based, web application to streamline and manage the