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Expertise in RFP Response for Financial Services Firms

Firms use Qvidian + SalesEdge to ensure accuracy, compliance and efficiency in response to RFPs, DDQs, security and client questionnaires.

Three of the five world’s largest asset management firms and eight of the 10 largest U.S. banks trust Qvidian because of its security-centric design, granular role-based access control, content review and approval workflows, and change tracking and auditing—so that you’re always audit-ready.

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Three of the five world’s largest asset management firms trust Qvidian RFP and proposal software.

Why SalesEdge for Financial Services Teams?

Financial services firms, asset managers, banking, and industry organizations compete to maintain and win new business, while managing risk and upholding compliance.

By automating the response process for questionnaires – including RFPs, due diligence questionnaires (DDQ), security and client questionnaires, you can build client-focused documents quickly, accurately, and most of all, compliantly.

SalesEdge has helped hundreds of firms quickly generate pitchbooks customized for each client and create a workflow review process to keep slide content current and compliant for automated pitchbooks.

“Using Qvidian for RFP response yielded a 360 percent productivity increase, which contributed to our most recent fundraise of $1.368 billion. With RFP response as our proof of concept, we are expanding our use of Qvidian to streamline the delivery of DDQs, quarterly reports and pitchbooks. The results that we can achieve using Qvidian is a target that keeps moving forward.”

–SEC-registered investment advisor specializing in loans for SMBs

Ready to get started?

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