Maximize ROI Across Key Spend Categories

Procurement-as-a-Service solutions to reduce spend and save time on travel, technology, market data, and insurance

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Unlock Industry Expertise with Concertiv's Holistic Procurement Solution

Concertiv’s unmatched market intelligence, deep industry knowledge, and access to a vast vendor network help you make informed decisions that drive value. Our platform, ensures your team has the best products and services at optimal terms while benefiting from the expertise of seasoned procurement professionals. With Concertiv, you gain more than just a solution—you gain a partner with a deep understanding of your industry's unique challenges and opportunities.

Data

Financial services firms struggle to accurately and efficiently manage data spend, usage, and contractual compliance. From overlapping subscriptions, unused seats, non-compliant usage, and the rising costs year after year, data is not just one of the firm’s biggest expenses, it can be one of the biggest headaches.

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Travel

Concertiv leverages deep industry expertise, group purchasing power and best-in-class discount programs to reduce your travel expenditure while giving your employees the same travel experiences they expect. We work with your Travel Management Company to centralize spend, ensure policy adherence, and provide you with spend intelligence.

Technology

The reliance on technology vendors is only growing, with most firms juggling 30+ technology vendors across their network of software, hardware, and service providers. From operational and infrastructure tools, to managed service providers, to data and security, managing the ever-growing list of technology vendors is becoming more than a full-time job. It requires a partner that can manage not just the spend, but the whole procurement process, providing transparency and administrative leverage to CTOs so they can focus on their core tasks.

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Concertiv savings dashboard.

Insurance

Spend on Risk and Insurance represent a significant portion of operating expenses for investment managers and financial services firms. From business insurance like E&O, Workers Comp, to Employee Benefits, and Transactional Insurance, your firm needs the right insurance and risk insurance.

Experience the Concertiv Advantage

Leverage our unparalleled market intelligence, deep procurement expertise, expansive vendor network, and Concertiv360™ platform to unlock savings, drive operational efficiencies, and proactively manage risk across an ever-changing vendor landscape.

3x+

Average ROI across

key spend categories

$500m+

In annual spend under management

39%

Increase in administrative efficiency

Expert Recommendations, Market Intelligence, and the Best Deals on What You Already Buy

Sourcing & Curation

We leverage our deep industry knowledge to find and recommend the highest quality products and services for your specific needs.

Contract Management

Through collective buying power, proprietary data and technology, and our experience negotiating with vendors, we secure preferred terms and cost savings while administering the contracts for new vendors and renewals.

Managed Services

We support our customers through the entire procurement process. We handle operational tasks that allow customers to focus on core business activities.

Spend Insights & Analysis

We provide actionable insights into your spending patterns and how they compare to industry standards through proprietary data and analytics.

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