RFI for Data Extraction and Intelligent document processing (IDP) Software - Pension Department

CLOSING DATE AND TIME: APRIL 15,  2021 @ 6:00 PM EST

This RFI is issued for the purpose of obtaining information concerning market conditions and vendor capability in order to allow the World Bank to refine its requirements and to better understand the products/services currently available on the commercial market place. Specifically companies that have knowledge of the industry domain in processing pension documents.

The Pension department invests in a multi-asset class portfolio of assets that include investments in private equity, real assets, and private credit funds. These investments entail ongoing administration involving tracking, sourcing and recording relevant information from various documents shared by the funds. The team is currently seeking information from the marketplace on off-the-shelf tools and/or software’s that are designed to provide automated data extraction, intelligent document processing (IDP) and/or document management capabilities to enhance middle office and front office processes.

The solicitation may be obtained by sending an email to the designated Category Manager, referencing the following information:
1. Solicitation Number
2. Company Name
3. Contact Person Name and Title
4. Address
5. Telephone Number
6. Fax Number
7. Contact's Email Address
A copy of the solicitation will be sent to organizations that have replied to and are eligible to receive this advertisement. All requests and questions regarding this solicitation shall be directed to the following designated Corporate Procurement Category Manager(s):
Catarina Thomaz - cthomaz@worldbank.org