Vendor Management

Colline has long-standing experience in procurement and implementation of financial systems. It is essential to approach procurement from a full lifecycle perspective, as there are significant risks regardless of delivery model (on-premise or SaaS/cloud), to gain as much return on investment made into systems form 3rd party vendors.

Colline has in-depth experience in both the commercial and operational management of third-party financial systems, with strong understanding of both business and technical dimensions.

Examples:

Negotiations and scenario analysis, including risk assessments
Second opinions on current vendor relationships
Renegotiations and new procurement processes
Pre-studies and needs assessments
Development and analysis of RFIs/RFPs
Product and system ownership

Track Record (extract)

Commercial lead and Product Owner for U.S.-based fee management system provider
Commercial lead and Product Owner for major ERP vendor
Business member of the procurement team for the largest 3rd party vendor strategic relationship within Nordic asset managers
Negotiations on behalf of a major Nordic bank with system vendors and implementation consultants for AML/KYC platform
Procurement of portfolio management system at an asset management firm