Newest financial services RFPs with source documents
Browse all- Voluntary Benefits ServicePhiladelphia, Pennsylvania · Pennsylvania · Due Sep 18
- Pet Insurance ServiceSacramento, California · California · Due Oct 8
- Additional Payload Processing ServiceWallops Island, Virginia · Virginia · Due Oct 30
- Electronic Citation Management, Processing, Payment and Collection ServicesElk Grove, California · California · Due Sep 18
- Audit ServicesLaredo, Texas · Texas · Due Sep 9
- Professional Auditing ServicesTontitown, Arkansas · Arkansas · Due Sep 25
- Auditing ServicesMarshall, Texas · Texas · Due Sep 14
- Independent Financial Audit ServicesQuincy, Massachusetts · Massachusetts · Due Sep 11
- Property and Casualty Insurance ServicesGalveston, Texas · Texas · Due Sep 21
- Eligible Retirees Medicare Advantage Insurance ServicesBrooksville, Florida · Florida · Due Sep 15
- Municipal Medical, Prescription, Vision and Dental ServicesLima, Ohio · Ohio · Due Sep 30
- Employee Benefits and Health Insurance Consultant ServicesOntario, New York · New York · Due Sep 17
Financial Services RFPs by region
About financial services RFPs
Financial-services RFPs include auditing, banking and treasury, insurance and benefits, actuarial work, asset management, billing, and debt collection. Buyers — government treasuries, pension funds, school districts, and large employers — operate under strict procurement rules and usually score financial stability, references, and regulatory standing alongside fees.
Winning bids document licensing and regulatory good standing, show comparable institutional clients, and present fees transparently against the scope. Vague fee structures and missing compliance attestations are common disqualifiers. Browse current financial-services opportunities below and open any listing for the full requirements and due dates.
Frequently asked questions
- What financial-services RFPs are available?
- External audit, banking and treasury management, insurance and employee benefits, actuarial services, asset and investment management, billing, and debt-collection contracts from public agencies, pension funds, and large employers.
- What do buyers evaluate in a financial-services bid?
- Regulatory standing and licensing, financial stability, references from comparable institutions, the qualifications of assigned staff, and a transparent fee structure mapped to the scope of work.
- Are these listings free to access?
- Yes. Searching, reading, and opening available source documents is free without an account. You only sign up to draft a full proposal with Craxy AI.
From finding an RFP to writing the response
Use these practical guides after you identify a relevant opportunity and review its source documents, amendments, evaluation criteria, and submission instructions.
- Shipley proposal processMove from capture planning through final proposal review with a practical process.
- Color team reviewsUnderstand Pink, Red, Gold, and Green reviews and what each team should evaluate.
- Government consulting RFPsBuild a compliant consulting response around methodology, personnel, and past performance.
- Free AI proposal generatorTurn a solicitation into an editable proposal draft while keeping your team in control.