Pricing Optimization – Market Pricing Comparisons
We know what trust and wealth management vendors are charging similar clients. We will use this knowledge to make sure you are not over-paying for your solution. RJM Resources has a structured, effective process to make sure you are getting the best possible deal for selected solutions.
Service Level Agreements (SLA) – Penalties For Missing Commitments
Every service agreement should include SLAs with real penalties for missing commitments. Vendors are always hesitant to make SLA commitments. RJM Resources will work with your vendors and you to incorporate SLAs into any/all agreements.
Business Terms – Liability, Performance and Termination Language
“High walls make good neighbors!” The last thing any firm wants after partnering with a vendor is to rely on contract liability, SLA or termination language. When it gets to that point, both you and your vendor are negatively affected. As difficult as it might be, however, to imagine getting to that point, it is important to make sure you are protected. RJM Resources will review vendor contracts to make sure the business terms included protects you and your firm from these worst scenarios.