Notes from Call: First Republic RFP 

Several agencies on call – over 10 
Long awaited RFP – next week will be out
2 year selection 
Reducing amount of partners, help us and bank 
More business to preferred and approved vendors 
RFP emailed 
Isolated a few vendors, end of day Tuesday 1/23 RFP send out, cancelling some vendors, not all on call with get invitation. 
New vendors got included in conversations for most part no new vendors on-boarding 
No calls if we do not get for a bit as they have to get through process in few months