Untangle Your Data Complexity, Control Your Tech Spend
Get the right data and technology solutions for your firm using trusted vendors, delivered with preferred terms and pricing
Refine your desktop strategy and sector-specific research tools
Streamline access to platforms like LSEG/Refinitiv, FactSet, S&P CapIQ, and AlphaSense
Optimize your research tools with Preqin, PitchBook, Mergermarket, and Debtwire for deeper insights
Eliminate redundancies and ensure your teams have the right tools for maximum efficiency
Gain access to top experts in the industry of your interest through carefully vetted networks
Connect with industry-leading experts tailored to your firm’s focus areas
Manage expert network expenses through tailored agreements without sacrificing quality
Ensure all expert network engagements adhere to regulatory and compliance standards
Unlock the potential of
non-traditional data sources
Identify and access the latest alternative datasets tailored to your firm's strategic objectives
Negotiate favorable terms with data providers, ensuring access to critical insights
Leverage a better-curated portfolio of alternative data sources to uncover opportunities and make informed decisions
Get the most out of your Managed Service Providers (MSPs)
Monitor contract terms and renewals to ensure optimal value
Identify savings opportunities through detailed invoice reviews
Track and evaluate MSP performance to ensure compliance
Maximize cloud efficiency and performance while optimizing costs
Collaborate with a service provider to track, monitor, and optimize cloud usage
Achieve up to 70% savings by leveraging Reserved Instances (RIs) and Savings Plans
Negotiate spend-based tiered discounts with cloud providers to unlock additional savings
Optimize your core applications strategic planning and expert insights
Decide between “best of breed” or “all-in-one” solutions, ensuring seamless integrations for maximum efficiency
Lock in pricing and mitigate future increases by considering multi-year contracts for your business-critical applications
Explore early adoption of vendors’ AI add-ons to enhance capabilities and remain competitive
Strengthen your cybersecurity infrastructure to mitigate risks and protect assets
Define performance standards and responsibilities for your cybersecurity tech stack
Increase protection with advanced tools & services like MDR, XDR, IAM, Vulnerability Scanning, Cloud Security, and more to avoid emerging threats
Partner with an MSSP on a $0 retainer to access on-demand incident response services when needed
Optimize Your Data & Technology Spend
Data & Tech are two of the largest and most complex expenses for financial firms, with rising costs and limited visibility into usage and compliance. Concertiv’s expertise and tailored solutions take the guesswork out of managing your data spend
Leverage peer benchmarks and market intelligence for optimal pricing
Access insights and relationships with 500+ data providers to maximize your vendor portfolio
Benefit from comprehensive contract, invoice, and entitlement services
Receive CFO-ready spend reports and ongoing usage insights
Leverage market intelligence and peer benchmarks to ensure optimal contract procurement and pricing
Review vendor landscapes, technology lifecycles, and RFP scorecards to make smarter, future-proof decisions
Concertiv’s re-bidding process unlocked $215K in savings and secured better contract terms
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