SMARTER STRATEGIES FOR BIGGER WINS

The AI Handbook for Financial Services RFPs, DDQs, and More

Unlocking revenue with AI-powered strategic responses

Bid, proposal, and capture teams are among the top drivers of company success. Yet, questionnaires and assessments (e.g., RFPs, DDQs, VSQs, etc.) from buyers and partners are growing in length, complexity, and frequency, putting additional pressure on these already strained teams. There’s more competition and less time to make your business case.

Explore what leading companies are doing differently and discover just how transformative AI is in reshaping bid/proposal, sales, and revenue operations.

What’s inside?

See the big picture
Understand how AI is reshaping how firms are responding to RFPs, DDQs, and more, and why it’s no longer optional to stay competitive.
Boost team efficiency
Learn how AI can cut time spent on repetitive tasks so your team can focus on what matters most.
Choose the right tools
Find out what to look for in an AI-driven Strategic Response Management platform.
Get ahead of trends
Explore the future of AI and give your organization a head start on what’s next.
“Armed with AI, advanced analytics, and mature approaches to knowledge management and cross-functional collaboration, companies at the forefront of AI adoption will continue to see outsized impact on revenue operations and gain key competitive advantages.”
Stephen Diorio
Managing Director at The Revenue Enablement Institute & Senior Fellow, AI at Wharton
“Armed with AI, advanced analytics, and mature approaches to knowledge management and cross-functional collaboration, companies at the forefront of AI adoption will continue to see outsized impact on revenue operations and gain key competitive advantages.”
Stephen Diorio
Managing Director at The Revenue Enablement Institute & Senior Fellow, AI at Wharton
Grab your guide
Whether you’re a proposal manager, investor relations pro, a sales leader, or part of revenue operations, this is your roadmap to smarter strategies, faster responses, and more wins.