Sample Financial Wellness RFP (Request for Proposal)
Creating a comprehensive financial wellness RFP (Request for Proposal) can be difficult. Whether you
are an employer looking for a financial wellness solution for your employees, or a financial institution
looking to engage your members, you need to know the best questions to ask. And if you don’t know
the best questions to ask, you could end up wasting the time of your procurement personnel and the
vendors who compose responses.
This sample financial wellness RFP (Request for Proposal) covers all of the necessary sections that should
be included in a comprehensive financial wellness RFP, including the overview, instructions, timeline,
questions, contact, confidentiality, pricing and delivery.
The sample questions are segmented into various categories including: Provider Information, Provider
Partnership, Program Details, Program Customization, Program Engagement, Program Success and
Effectiveness, Customer Service, Program Technology, and Pricing.
This Request for Proposal can be customized for your organization’s needs, but this sample RFP will give
you a significant head start on finding the best financial wellness solution for your organization’s needs.