Run better client engagements. Deliver outcomes they can defend.
Dilly Labs gives fintech advisors and consulting practices the infrastructure to run structured vendor evaluations on behalf of clients — with the documentation, benchmarks, and audit trail that make your work defensible and your practice scalable.
If you've been here before, Dilly was built with you in mind.
You're running a vendor evaluation for a client using a combination of your own spreadsheet templates, their email system, and a shared folder nobody can find.
You delivered a recommendation and six months later the client is questioning the decision — and you have no structured record of how you got there.
A client asked you what comparable institutions are paying for a vendor and you had to estimate.
You're managing three client engagements simultaneously and each one has its own ad hoc process.
You know the right vendors for your client's category but the RFP process takes longer than the actual selection decision.
The Platform
Your practice infrastructure. Your clients' procurement process.
Dilly gives consultants a single platform to run structured vendor evaluations across multiple client engagements — with every evaluation producing a documented, auditable outcome.
Open a client workspace
Create a dedicated engagement environment for each client within your Dilly account. Define the procurement scope, import relevant vendor categories, and configure evaluation criteria to match your client's requirements and risk profile.
Multi-client management built in — each engagement is isolated, organized, and accessible from your central dashboard.
Guide the evaluation from discovery to decision
Use Dilly's seven-stage procurement workflow to take your client from initial vendor discovery through RFP, proposal evaluation, and scored comparison. The structure is already built — you're applying your expertise on top of it, not rebuilding the process from scratch each time.
Replaces: custom spreadsheet templates, email-based RFPs, manually assembled evaluation matrices.
Hand off documentation that holds up
Every engagement produces a complete procurement record — vendor shortlist rationale, evaluation scores, pricing benchmark comparisons, and decision documentation. Export it as a board-ready deliverable your client can use for internal governance, regulatory review, or future reference.
Your recommendation becomes a documented institutional asset, not a slide deck that gets filed away.
Why Consultants Use Dilly
Better work. More clients. A tool your competitors don't have.
Deliverables that are harder to question
When your vendor recommendation comes with a structured evaluation record — scored criteria, benchmark pricing, documented rationale — it's significantly harder for a client, a board member, or a regulator to second-guess. Dilly turns your judgment into auditable process.
Your expertise, documented.
Scale your practice without scaling overhead
Running structured procurement engagements manually limits how many clients you can serve at once. Dilly's workflow infrastructure means the process exists before each engagement starts — so you're applying expertise, not rebuilding methodology. More clients, same team.
The process scales. Your judgment doesn't have to.
Market intelligence your clients can't get elsewhere
Dilly aggregates anonymized pricing data across every procurement engagement on the platform. When you advise a client on vendor negotiations, you're working with real market benchmarks — not estimates. That's a capability most consultants simply don't have access to.
Know what the market actually pays.
Use Cases
Four ways consultants use Dilly in practice.
Vendor evaluation and RFP management
Run end-to-end procurement engagements for clients who lack the internal resources or process maturity to do it themselves. Dilly provides the workflow structure; you provide the domain expertise and client relationship.
Vendor strategy and stack advisory
Audit a client's existing vendor relationships against market alternatives. Use Dilly's catalog and pricing benchmarks to identify where they're overpaying, where they have coverage gaps, and where consolidation or replacement makes sense.
Regulatory and compliance readiness
Help clients build the procurement documentation they need for regulatory examination. Every Dilly engagement produces an audit trail that maps directly to vendor governance requirements — giving examiners a structured record of how decisions were made.
Vendor contract audit and renewal strategy
Review a client's vendor contracts against market benchmarks. Flag upcoming renewals with enough lead time to run a structured re-evaluation or renegotiation. Turn renewal inertia into a managed process.
Who It's For
Built for advisory practices of every size.
Independent Consultants
You're advising one or two institutions at a time and your toolkit is mostly your own templates and experience. Dilly gives you professional-grade procurement infrastructure without the overhead of building and maintaining it yourself — and deliverables that reflect the quality of your advice.
Small Advisory Firms
You're running multiple client engagements simultaneously across a small team. Dilly's multi-client management keeps each engagement organized and isolated — so your team isn't rebuilding the process for each new client or mixing up documentation across accounts.
CUSOs and Technology Advisors
You're serving a defined community of financial institutions with specific vendor needs and regulatory contexts. Dilly's catalog depth in fintech categories — KYC, fraud, compliance, core banking — maps directly to the evaluations your clients run most often.
Multi-client management is available today. As consultant demand grows, we're actively developing additional practice management features — dedicated client workspaces, engagement templates, and consolidated reporting. If you have specific workflow needs, we want to hear them. Early consultant partners shape what gets built.
Tell us what you needReady to run your next client engagement on Dilly?
Request a demo and we'll walk you through how Dilly works for consulting practices — including multi-client management and how to structure your first client engagement on the platform.
Pricing for consulting practices is discussed during the demo.