Capture institutional knowledge
Collect, manage and reuse SME insights and information in a centralized content library — accelerating onboarding, reducing rework and retaining valuable knowledge.
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Responding to RFPs and information requests from prospective and current clients has never been easier. The Responsive platform empowers your firm to answer RFPs, RFQs and DDQs as well as ESG, DEI and security questionnaires in half the time with timely, accurate and compliant information.
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.
Collect, manage and reuse SME insights and information in a centralized content library — accelerating onboarding, reducing rework and retaining valuable knowledge.
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.
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.
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.
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.
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.
Finance companies and organizations that use Responsive answer more RFPs than their counterparts, improve the quality of their responses and, ultimately, win more business.
IBA increased win rate by 15% by improving response and bid quality
Genpact enhanced proposal quality with an access-anywhere content library
Alera Group improved content management to answer last-minute RFPs
Quickly and accurately answering client requests requires teamwork. RFP software for finance companies makes collaborating with experts easier than ever.
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.
Schedule a customized demo to see why 250,000+ users at the world’s top organizations trust Responsive.
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