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.