This Solicitation opportunity from ATB Financial was posted on August 10, 2026. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

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ATB Financial - Request for Proposal - RFP 27.34 Wealth Target Architecture and Operating Model RFP

Closed

AB-2026-05631International

Submission Closed09/04/2026, 08:00:59 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

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NAICS: 541618

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International

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Velindre University NHS Trust - : Please note NHS Wales Shared Services Partnership (hosted by Velindre University NHS Trust) will manage this procurement on behalf of the contracting authority. Due to having the same identifiers, we're unable to reflect this in the notice options.

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National Institutes Of Health

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Solicitation # 2026-007

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Department Of Energy

POSTED

4 days ago

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in 2 days

AI Contract Overview

ATB Financial is seeking a qualified proponent to deliver a consulting engagement focused on defining a future-state Wealth Target Architecture and Operating Model. The goal is to conduct a comprehensive, objective assessment of its current Wealth Management technology stack and operating processes across client segments including High-Net-Worth, Mass Affluent, and adjacent offerings. The engagement will evaluate alignment across critical functions such as onboarding, client experience, advisor and Investment Counsellor workflows, financial planning, group wealth services, regulatory compliance, performance reporting, and platform integration—including Salesforce, Portfolio Management Systems, client portal, and associated workflows. The outcome will be a scalable, efficient, and cost-effective target architecture that aligns with ATB’s strategic growth objectives, modernizes its technology foundation, and enhances business-technology alignment while simplifying platform orchestration in accordance with ATB’s architectural principles. The request for proposal, identified as RFP 27.34 with solicitation number AB-2026-05631, was posted on August 10, 2026, with responses due by September 4, 2026. The procurement is led by ATB Financial, with primary point of contact Maria Scott, Senior Manager, Strategic Sourcing. The work is expected to be performed in Alberta, and the selected proponent will enter into negotiations with ATB following submission and evaluation of proposals. This initiative aims to enable informed, data-driven decisions on technology investments prior to further commitment, ensuring the future Wealth ecosystem supports seamless client and advisor experiences, optimized operations, and sustained growth.

General Info

ATB Financial seeks consultant to design future-state Wealth architecture and operating model for technology modernization.

Agency

ATB Financial

NAICS

541618 - Other Management Consulting Services

Place of Performance

AB, CAN

Set-Aside

NONE

Documents

No documents available

Documents will appear here when they are available.

AI Contract Breakdown

Uniform Contract Format

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Timeline

PhaseClosed

PostedAug 10

Solicitation

Response DeadlineSep 4

Deadline has passed

Submission Closed

09/04/2026, 08:00:59 PM UTC

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Organization & Contact Information

AgencyATB Financial

Contacts1 person available

OfficeN/A

Organization / AgencyATB Financial

Office AddressN/A

Contacts

Maria ScottSr. Manager, Strategic Sourcing

contact@example.gov

+1 (555) 000-0000

Full Description

The intent of this RFP is to identify a Proponent with whom ATB may enter into negotiations for the provision of consulting services to conduct a Wealth Target Architecture and Operating Model engagement. A focused consulting engagement is recommended to define the future-state Wealth architecture. The purpose of this engagement is to provide a structured, objective assessment that enables leadership to make informed platform decisions before additional investment is committed. ATB Financial is evaluating its Wealth Management technology stack and operating models across various client segments (CIRO and ASC space) (e.g., High-Net-Worth, Mass affluent Wealth, and adjacent offerings). To ensure optimal alignment between onboarding, client experiences, advisor/Investment Counsellor (IC), financial planning, group wealth offering, regulatory, management, performance and client reporting, workflows, and core capabilities across platforms (such as Salesforce, Portfolio Management Systems (PMS), client portal, and onboarding workflows), ATB requires a comprehensive evaluation and target architecture blueprint. The engagement will establish a scalable, efficient, and cost-effective target architecture aligning with modern technology stack, simplifying and ATB architectural principles and operating model that supports ATB’s Wealth Management growth strategy, strengthens business–technology alignment, streamlines platform orchestration.

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