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Answer any request, in half the time.

Answer any request, in half the time.

Financial services organizations receive more RFPs, RFQs and ESG questionnaires now than ever. And, these requests continue to get longer and more complex. While time consuming and repetitive, the stakes are high. Answering questionnaires quickly and accurately is a crucial part of winning new clients and serving your existing clients’ needs.

RFP software for financial services empowers your team to answer any client information request in less time using approved, compliant and compelling content. Responsive centralizes collaboration with SMEs, automates the response workflow and establishes an auditable, single source of truth for content.

Trusted by leading finance companies.

Financial organizations that use Responsive have a competitive advantage. They respond faster, ensure compliance and deliver an unbeatable client experience — increasing AUM, revenue and client retention.

Trusted by leading finance companies.

Financial services RFP software that does it all.

Capture institutional knowledge

Capture institutional knowledge

Collect, manage and reuse SME insights and information in a centralized content library — accelerating onboarding, reducing rework and retaining valuable knowledge.

Navigate regulatory compliance

Navigate regulatory compliance

Collaborate with experts to answer high-stakes questions quickly. Set an automated review schedule for compliance-related content. And, view metadata including changes for any record.

Automate repetitive tasks

Automate repetitive tasks

Respond instantly to any previously-answered questions with the push of a button — typically more than 50 percent of any RFP, DDQ or security questionnaire. Automate SME reminders and follow ups.

Lighten workloads with AI

Lighten workloads with AI

Customize your answers, improve readability, simplify legal jargon or create a first draft in minutes using ResponsiveGPT. Make a global impact using built-in AI content translation tools.

Answer from anywhere

Answer from anywhere

Leverage your content library in any browser-based portal including Evestment, Morningstar, Mercer and more. Responsive also integrates with Door as well as dozens of CRM, storage and Microsoft apps.

Tailor responses to each client

Tailor responses to each client

Enhance your answers with tables, images and rich text — and export your RFPs into the source file, or your own branded template. Quickly customize content to meet each client's unique needs.

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Responsive delivers results

Finance companies and organizations that use Responsive answer more RFPs than their counterparts, improve the quality of their responses and, ultimately, win more business.

Increasing RFP win rate

Increasing RFP win rate

IBA increased win rate by 15% by improving response and bid quality

Streamlining RFP processes

Streamlining RFP processes

Elevate Capital cut RFP response time in half.

Improving RFP response quality

Improving RFP response quality

Genpact enhanced proposal quality with an access-anywhere content library

Managing RFP content

Managing RFP content

Alera Group improved content management to answer last-minute RFPs

Collaboration made easy

Quickly and accurately answering client requests requires teamwork. RFP software for finance companies makes collaborating with experts easier than ever.

  • Assign workflow tasks for each step of the process, keeping everyone aligned on project responsibilities and statuses.
  • Gain visibility into all team members’ workloads and assign or reassign tasks based on their availability.
  • Streamline collaboration with in-app comments, @mentioning and integrations with tools like Slack, Teams and Hangouts.
  • Select reviewers, collect feedback, work simultaneously and gather signatures through built-in sequential review and eSignature.
Collaboration made easy
"Over time, we have seen RFPs change. What used to be a simple questionnaire has become complex and lengthy. We saw challenges having consistent governance and high level subject matter coordination. With Responsive, we have one place to coordinate among the RFP team and subject matter experts (SMEs) to produce higher quality responses faster."
Megan Cutter
Manager Business Development & Sales Enablement, Captrust

Request a Responsive demo today.

See Responsive in action and learn why leading finance companies trust Responsive to manage, streamline and optimize all of their RFP, DDQ and security questionnaire responses.

Request demo