CanadaBuys #AB-2026-04818

ATB Financial RFP for Capital Markets COI Survey Program Delivery

ATB Financial is seeking qualified third-party partners to deliver its proprietary Capital Markets COI Survey client experience program in Alberta for Fiscal Year 27. - Government Buyer: - ATB Financial (Canadian financial institution) - Products/Services Requested: - Delivery of the Capital Markets COI Survey program - Services include market research, polling, survey administration, public opinion monitoring, and stakeholder analysis - Compliance with Canadian Research Insights Council (CRIC) research standards is mandatory - OEMs and Vendors: - No specific OEMs or vendors are named in the notice - Unique or Notable Requirements: - Provider must have the ability to deliver a tenured client experience program - Strict adherence to CRIC research standards - Program has been operated by ATB for over 15 years - Contract Details: - Estimated duration is 36 months - Delivery location is Alberta

Description

This Request for Proposal (RFP) seeks qualified third party partners to deliver a tenured client experience program for ATB Financial in Fiscal Year 27. The program has been proprietary and running for over 15 years. The selected proponent(s) must comply with Canadian Research Insights Council (CRIC) research standards. The contract duration is estimated to be 36 months starting from September 1, 2026.

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