RFP template

Banking-as-a-Service RFP template

The structure of a banking-as-a-service RFP that providers can answer comparably: what to state about your own business, what to ask of them, and how to weight the answers.

What the template covers

  1. 1. Your company, your product and where you are in the build.
  2. 2. Markets, volumes and timing — the facts that determine who can even bid.
  3. 3. Capability requirements, each marked must-have or nice-to-have.
  4. 4. Regulatory and compliance expectations.
  5. 5. Integration, support and service expectations.
  6. 6. Commercials and exit terms.

The questions themselves

Every question we'd put to a banking-as-a-service provider is published in full, free, with what a good answer looks like.

Open the Banking-as-a-Service question bank

Other category templates

Or skip the document

Finlane builds the same structure with you in a conversation, then puts it in front of matching providers. Free for buyers.

Build my RFPBrowse categories