Alberta Purchasing #AB-2026-05631

ATB Financial Seeks Consulting for Wealth Management Target Architecture and Operating Model

ATB Financial is seeking consulting services to develop a new Wealth Target Architecture and Operating Model. - Government buyer: ATB Financial (Alberta, Canada), managed by the Sr. Manager of Strategic Sourcing - No specific OEMs or vendors are named in the solicitation - Services requested: - Consulting to assess and design a scalable, efficient, and cost-effective Wealth Management technology stack and operating model - Focus on business and corporate management consultation services - No products, part numbers, or hardware/software OEMs are specified - Open to management and business professionals with relevant expertise - Notable requirements: - Emphasis on evaluating current technology and operating models - Deliver a target architecture that supports scalability and cost-effectiveness

Description

This solicitation is a Request for Proposal (RFP) issued by ATB Financial for the evaluation and establishment of a Wealth Target Architecture and Operating Model. The project involves assessing the Wealth Management technology stack and operating models to develop a scalable, efficient, and cost-effective target architecture. Responses are to be submitted via email by September 4, 2026. The delivery period for the project is from November 1, 2026, to December 31, 2026.

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