Concept twins
skillIdentical
Vendor Selection — two sectors, one word
Running a structured selection is the same skill in both sectors — the evaluation criteria change more than the process.
Wealth management
Weighted toward advisor experience
Advisor adoption, integration with the custodian and client-facing polish usually decide it.
CRM selectionPlanning tool selection
Asset management
Weighted toward data and coverage
Asset-class coverage, data model, compliance rule libraries and operating-model fit decide it.
OMS selectionIBOR selection
What surprises people
The consultant skill transfers almost perfectly; the scoring model does not.