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

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

ATB Financial

Published: Aug 10, 2026

Updated: Aug 11, 2026

Source: alberta_purchasing

About This Opportunity

This is a consulting contract in the finance and banking sector, with a focus on Investment. Located in Canada, North America, this opportunity is open to firms and consortiums. Proposals must be submitted before September 4, 2026.

Published through Alberta Purchasing Connection, a national government procurement portal. Public procurement tenders follow the country's national bidding regulations and may have specific eligibility and documentation requirements for consulting in the finance and banking sector. Consulting assignments are typically evaluated with a strong emphasis on the technical proposal, including the methodology and qualifications of key experts. Shortlisted firms may be invited to submit financial proposals in a second stage. Interested parties should review the full documentation on the original source before submitting their proposal.

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. Commodity Categories: Business and corporate management consultation services Delivery Region: Alberta

Data provenance

This notice is sourced from Alberta Purchasing Connection and was originally published on August 10, 2026. Last refreshed today. BidsFactory mirrors official procurement notices and links back to the source for full legal text.

About ATB Financial

ATB Financial has issued 16 procurement notices on BidsFactory, including 2 currently open and 0 awarded contracts. Activity concentrates in Information & Communication Technology, Construction & Civil Works, and Transport & Logistics. All notices are published for Canada. Notices are distributed via Alberta Purchasing Connection and CanadaBuys - Government of Canada. Most recent publication: August 10, 2026.

Frequently asked questions about this tender

What type of contract is this?

This is a Consulting contract in the Finance & Banking sector. The classification helps bidders match the opportunity to their qualifications and registered scope of supply.

Where will the contract be performed?

The contract is for delivery in Canada. Foreign bidders should review local registration, taxation, and any in-country presence requirements before submitting.

How can I submit a bid?

Visit Alberta Purchasing Connection to access the full notice, required documents, and submission instructions provided by the contracting authority.

When does this tender close?

The submission deadline is September 4, 2026. You have 24 days left to prepare and submit your proposal to the contracting authority.

Who is the contracting authority?

This notice was issued by ATB Financial in Canada. The authority is responsible for evaluating bids, awarding the contract, and managing performance.