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SalesEdge Offers Due Diligence Questionnaire Automation

Financial firms can capture compliant answers and quickly create DDQ documents that are customized for each client within a few minutes.

Manchester, NH – May 10, 2016

SalesEdge — a technology company that delivers top-level expertise, licensing and training for Qvidian RFP and proposal automation solutions — offers a way to automate and simplify the creation of due diligence questionnaire (DDQ) documents.

“We’ve had clients that before using our automation solution would have to update 30 different fund DDQ documents each quarter that would then need to be reviewed and approved 30 times,” said Kym Harrington, CEO and President of SalesEdge. “Now, that same client can create automated DDQ templates and make and approve changes within minutes.”

The SalesEdge DDQ automation solution includes a content library for managing answers to DDQs, as well as responses to requests for proposal (RFP) documents. The content library enables firms to keep a record of their answers and ensure compliance. The solution’s automated DDQ templates allow managers to quickly create documents using approved answers extracted from the content library.

“Three of the five world’s largest asset management firms and eight of the 10 largest U.S. banks use our DDQ automation solution because of the software’s security-centric design,” Harrington said. “As a result, the SalesEdge team has been helping financial services firms automate documents for more than nine years.”

SalesEdge has helped hundreds of financial services firms gain efficiencies and improve performance creating due diligence questionnaires, RFP responses, sales proposals and presentations. Contact us to learn more.