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

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.