We help financial institutions decide on their preferred vendor partners based on their RFPs, as well as technology vendors obtain an independent and unbiased assessment of their solutions relative to best-in-class peers in the marketplace for the benefit of their clients.
TABInsights team will prepare an independent Vendor Selection Report to be used by your potential customers as an independent assessment of your product and its suitability for their needs. The report will be to compare your business to that of your peers and industry benchmarks. The Vendor Selection Report involves interviewing a range of people including your founders, your product managers, your potential clients, your other clients (if any), your competitors.
Contact us today to discuss your specific requirements so that we can send you a very clear proposal to show you if we understand your needs instinctively to meet your business goals together
sales@tabinsights.com
Brian Lo is a seasoned risk professional with nearly 30 years of experience across global financial institutions. Based in Hong Kong and Singapore, he has led teams in managing market and liquidity risk, counterparty risk, and asset and liability management. His expertise encompasses quantitative modelling, risk governance, stress testing, and regulatory compliance. Brian has also played a critical role in developing internal risk models, driving strategic initiatives, and advising on cutting-edge risk solutions, including AI and machine learning applications. Throughout his career, he has served on multiple risk committees, providing strategic insights to senior management and boards, and has been instrumental in implementing Basel reforms and risk management innovations. Brian’s approach integrates deep technical knowledge with practical leadership, making him a valuable contributor to banking risk management education and practice.
Urs Bolt
Chairman, The Banking Academy
Urs Bolt is a seasoned professional with over 35 years of expertise in wealth management, investment banking, and technology. He helps individuals achieve financial well-being and advises senior leaders in financial services and technology on refining business strategies, developing markets, and forging impactful partnerships. Recognised as a global thought leader in digital banking, WealthTech, and decentralised finance, Urs is an active speaker, author, and jury member for esteemed awards and panels. A passionate advocate for sustainable progress, he champions energy policies that balance economic growth and ecological preservation through scientific solutions.