All Buyer’s Guides

Financial Services & Risk Buyer’s Guides

Banks, payment providers and insurance brokers are paid through fees, spreads and commissions that rarely appear as a single price. These guides explain how each is paid and how procurement can run a tender alongside treasury, finance and risk.

At US$200 per guide US$400

US$380

Save US$20 · 2 guides

Downloadable guides · Category-specific supplier questions · PROCUpedia Studio access included

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Banking & Payment Services Buyer’s Guide

How banks and payment processors charge, and how to run a banking or merchant services tender.

Covers: Bank fees and account analysis, card acquiring and merchant services, payment processors, interchange plus plus versus blended pricing.

Included: Banking & Payment Services RFP questions for suppliers

Buy this guide, US$200

Insurance Buyer’s Guide

How insurance brokers are paid, and how to run a broker tender with the risk manager.

Covers: Commercial insurance, broker tenders, broker fees and commission, renewals and market cycle.

Included: Insurance RFP questions for suppliers

Buy this guide, US$200