Create RFI
You can create an RFI in two modes Draft or Active. In Draft mode only you will see the RFI. Once you change to Active Mode you can add members of your organisation
Add Fintech to RFI
You can add a FinTech that you are already connected with to an RFI. If you have open conversations with a connected FinTech they will be transferred to the RFI.
Edit an RFI
You can edit an RFI to give or remove access to your colleagues or to change the text that describes the purpose of the RFI.
Close an RFI
You can close an RFI when you have achieved your outcome.
Close a Conversation.
You can close a conversation with a FinTech if you have no further interest in that FinTech’s product.