Agentic AI Proof of Concept for Collections and Recoveries
Thank you for your time. This proposal submission is composed of two parts.
Part 1: Pre-Qualification Questionnaire. This helps us to understand your organisation and your capabilities. There is NO automatic disqualification. We will discuss your answers should you be shortlisted to participate in the POC.
Part 2: Proposal Submission. Please upload your proposal document.
List the Collections and Recoveries AI solution(s) you offer
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Which client sectors do your AI services currently support? (Select all that apply)
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Which client sectors do your AI services currently support? (Select all that apply)
Which geographies do you actively support? (Select all that apply)
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Which geographies do you actively support? (Select all that apply)
Solution Overview & Capabilities
Provide a Short Summary of Your AI Services in Collections and Recoveries
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Which best describes the core AI capabilities of your solution? (Select all that apply)
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Which best describes the core AI capabilities of your solution? (Select all that apply)
How would you describe your AI maturity in the collections and recoveries domain?
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How would you describe your AI maturity in the collections and recoveries domain?
Which stages of the collections lifecycle does your AI currently support? (Select all that apply)
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Which stages of the collections lifecycle does your AI currently support? (Select all that apply)
How effectively does your AI handle different debt types (e.g., secured, unsecured, consumer, commercial)?
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How effectively does your AI handle different debt types (e.g., secured, unsecured, consumer, commercial)?
Which AI capabilities or services do you currently provide to support collections and recoveries? (Select all that apply)
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Which AI capabilities or services do you currently provide to support collections and recoveries? (Select all that apply)
Which core technologies underpin your AI capabilities? (Select all that apply)
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Which core technologies underpin your AI capabilities? (Select all that apply)
Who develops and maintains your AI models?
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Who develops and maintains your AI models?
Who owns the trained model and resulting IP?
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Who owns the trained model and resulting IP?
How frequently are your models retrained or refreshed?
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How frequently are your models retrained or refreshed?
How are your AI services commercialised?
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How are your AI services commercialised?
Do you offer performance-based or outcome-linked pricing for AI models?
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Do you offer performance-based or outcome-linked pricing for AI models?
UK Regulatory & Compliance Alignment
How is AI explainability handled for regulators?
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How is AI explainability handled for regulators?
How do you demonstrate explainability and regulatory compliance?
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How do you demonstrate explainability and regulatory compliance?
What safeguards are in place to prevent bias or unfair outcomes? (Select all that apply)
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What safeguards are in place to prevent bias or unfair outcomes? (Select all that apply)
Security, Risk & Governance
What certifications does your organisation hold?
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What certifications does your organisation hold?
Which frameworks or standards guide your AI governance? (Select all that apply)
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Which frameworks or standards guide your AI governance? (Select all that apply)
Do you participate in any industry initiatives on ethical or responsible AI?
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Do you participate in any industry initiatives on ethical or responsible AI?
Where is customer data stored and processed?
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Where is customer data stored and processed?
How is customer data secured?
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How is customer data secured?
How is model governance handled?
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How is model governance handled?
What happens if AI recommends a non-compliant action?
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What happens if AI recommends a non-compliant action?
Have your AI systems been externally audited or certified?
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Have your AI systems been externally audited or certified?
Data, Models & Technology
Which data sources can your AI models use? (Select all that apply)
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Which data sources can your AI models use? (Select all that apply)
How are your AI models deployed?
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How are your AI models deployed?
How are AI models maintained and monitored in live environments?
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How are AI models maintained and monitored in live environments?
What level of transparency do clients have into model logic?
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What level of transparency do clients have into model logic?
How do you ensure data quality and handle missing data?
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How do you ensure data quality and handle missing data?
What methods do you use to validate model performance before deployment?
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What methods do you use to validate model performance before deployment?
Which performance metrics are tracked for collections AI models? (Select all that apply)
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Which performance metrics are tracked for collections AI models? (Select all that apply)
How do you detect performance drift or degradation?
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How do you detect performance drift or degradation?
How do you manage version control and model lineage?
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How do you manage version control and model lineage?
Do you use reinforcement learning or feedback loops from outcomes (e.g., payments, promises kept) to improve models?
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Do you use reinforcement learning or feedback loops from outcomes (e.g., payments, promises kept) to improve models?
How are system upgrades and improvements managed?
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How are system upgrades and improvements managed?
What deployment models do you support? (Select all that apply)
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What deployment models do you support? (Select all that apply)
Internal User Experience & Operational Impact
How does your solution assist collections agents?
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How does your solution assist collections agents?
How does the solution integrate with existing workflows?
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How does the solution integrate with existing workflows?
What support do you provide for training and change management?
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What support do you provide for training and change management?
What level of UK-based support do you provide?
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What level of UK-based support do you provide?
What have been the most significant challenges your organisation has faced in developing or deploying AI solutions, and what changes have you made as a result?
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What challenges have you faced in achieving user or stakeholder adoption of AI solutions?
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When an AI deployment has not delivered the expected value or outcomes, what were the key lessons learned — and how did you ensure those lessons shaped future projects?
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Where do you see the greatest risk of over-reliance on generative AI in customer contact or collections contexts — and how are you mitigating it?
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What are your biggest ongoing challenges in scaling AI solutions responsibly across multiple clients or sectors?
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Future Roadmap & Innovation
Which new AI capabilities are planned for release in the next 12–24 months? (Select all that apply)
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Which new AI capabilities are planned for release in the next 12–24 months? (Select all that apply)
What is your expected level of AI investment in the collections domain over the next three years?
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What is your expected level of AI investment in the collections domain over the next three years?
Which types of organisations are your primary growth focus for AI solutions?
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Which types of organisations are your primary growth focus for AI solutions?
How do you expect AI in collections to evolve over the next 2–3 years?
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Please refer to the Request For Proposal guidance note.
Please Upload Your Proposal
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All information provided in this submission will be treated as strictly confidential and used solely for the purpose of evaluating potential suppliers and solutions in connection with this procurement exercise. The information will not be disclosed to any third party other than our Client without the vendor’s prior consent, except where required by law or regulation. By submitting this response, the vendor confirms that the information provided is accurate to the best of their knowledge and agrees that its submission constitutes acceptance of these confidentiality terms.
