BEST PRACTICES FROM LEADING FIRMS

The Guide to AI in Asset Management

10 ways to operationalize AI for responding to RFPs, DDQs, and investor questions

EXPERT INSIGHT

See where AI is working and how to implement it at your firm

From raising capital to managing due diligence and investor inquiries, expectations for response and proposal speed and precision have never been higher.

Asset managers are tackling this challenge with AI-powered Strategic Response Management. This guide highlights how, by centralizing knowledge and automating routine work, asset managers can stop chasing down answers, reduce compliance risk, and build stronger investor relationships.

AI PRIMER

What’s inside?

Data behind the AI adoption landscape

A sneak peek: While only 22% of firms have fully deployed AI for revenue-generating activities, 84% of them have done so via third-party AI platforms. Dig in to see how your AI strategy measures up.

An AI playbook for 10 use cases

From knowledge retrieval to drafting responses, and automating knowledge management to AI agents, get step-by-step instructions on how to implement AI at your firm.

Expert insight on AI’s impact on asset managers

Between testimonials from current Responsive customers and commentary from in-house experts, see how AI delivers time savings, improved investor relations, and visibility into wins and losses.

6 case studies of firms with AI in play

See why six asset managers chose Responsive AI to respond faster to RFPs and DDQs, deploy AI agents for Strategic Response Management, scale self-service, and much more.

What the experts and leading firms are saying
“For us, Responsive provides the ability to easily communicate with SMEs across the firm. No more creating Word documents and sending them via email, with everyone saving the documents on their computer to edit and send back. We can do it all in the tool and easily earmark responses that should be added to the library.”
 Kim Darling, Marketing Resources
Manager at Brandes Investment Partners
“Right now, firms are starting with low-risk applications like compliance checks, data analysis, and operational efficiency. But the real value is going to emerge in how we communicate with clients. That’s where I think AI can fundamentally change the game. When you’re responding to an RFP or following up on a DDQ, you need to deliver the right information — and make sure the message lands.”
Matt Schiffman
Co-founder at Totumai
“For us, Responsive provides the ability to easily communicate with SMEs across the firm. No more creating Word documents and sending them via email, with everyone saving the documents on their computer to edit and send back. We can do it all in the tool and easily earmark responses that should be added to the library.”
 Kim Darling, Marketing Resources
Manager at Brandes Investment Partners
“Right now, firms are starting with low-risk applications like compliance checks, data analysis, and operational efficiency. But the real value is going to emerge in how we communicate with clients. That’s where I think AI can fundamentally change the game. When you’re responding to an RFP or following up on a DDQ, you need to deliver the right information — and make sure the message lands.”
Matt Schiffman
Co-founder at Totumai
“For us, Responsive provides the ability to easily communicate with SMEs across the firm. No more creating Word documents and sending them via email, with everyone saving the documents on their computer to edit and send back. We can do it all in the tool and easily earmark responses that should be added to the library.”
 Kim Darling, Marketing Resources
Manager at Brandes Investment Partners
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