We run the search and document how the decision was made. A search is a market check, not a commitment to switch.
Without criteria set in advance and fees compared on one basis, an evaluation can drift toward whichever presentation was most polished, and the reasoning is hard to show later.
Each committee member votes on RFP goals and priorities, ensuring full alignment.
Agree on what matters and how much, before seeing any proposals.
Gather assets, participants, services, fees and payroll setup once, for every candidate.
Every provider receives the same question set, timeline, and responds through the system to ensure consistency and objectivity.
Total cost from each provider, converted to one basis so it can be compared like for like.
Committee members review comparative analysis, select finalists and Perseptiv coordinates finals meetings.
After each finals presentation, committee members score finalists separately, and decide on a winner.
Criteria, weights, scores, reasons and votes recorded with the decision.
Timeline, any blackout period and participant communications set before signing.
Every search ends with a decision your committee can explain, whichever way it goes.
Run an RFP to compare your current provider against the market.
We'll show you where Perseptiv fits.