Capture institutional knowledge
Collect, manage and reuse SME insights and information in a centralized content library — accelerating onboarding, reducing rework and retaining valuable knowledge.
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.
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.
Finance companies and organizations that use Responsive answer more RFPs than their counterparts, improve the quality of their responses and, ultimately, win more business.
Quickly and accurately answering client requests requires teamwork. RFP software for finance companies makes collaborating with experts easier than ever.