The virtual conference for Strategic Response Management  |  On Demand

FINANCIAL SERVICES SOLUTIONS

Grow assets under management with AI-powered responses

Use advanced AI purpose-built to accelerate responses to your growing volume of RFPs, DDQs, and other questionnaires while improving quality and compliance.

20%
increase in RFP win rate
10X
faster responses powered by Responsive AI

Trusted by the world’s best response teams

Retain clients and win more business

Save time by using GenAI for RFPs and DDQs

Responsive AI drafts responses to RFPs and DDQs in minutes, drawing from trusted, up-to-date content.

Streamline content management

Improve response quality and mitigate risk with governance, controls, and intelligent workflows that allow your team to keep content up to date.

Launch seamlessly with ongoing expert support

Work with a long-term partner that more than 250 financial services companies rely on to build a trusted content library for GenAI-supported responses.

Drive collaboration to improve response quality

Engage subject matter experts and navigate multi-step approval workflows using a modern UI and integrations with Seismic, Door, and more.

Response Projects

Build your single source of truth

Equip every client-facing professional with AI-powered access to curated content to answer questionnaires and create proposals.

  • Use Responsive AI to generate personalized first draft proposaIs and compliant DDQ responses
  • Enable self-service access to organizational knowledge to work faster and respond with confidence
Answer ad hoc questions with Responsive AI

Optimize investor relations by responding in real time to questions through emails, on calls, or during virtual meetings.

  • Get fingertip access to trusted company content
  • Generate answers supported by clear source citations
Set DDQs on autopilot

Create DDQ profiles to proactively share and reduce time spent on repetitive questionnaires and tasks.

  • Protect your data and maintain client trust with access controls, NDAs, expiration dates, and more.
  • Work from the same single source of truth being used by RFP teams for easy, compliant content management.
Access Responsive content directly from Door
Provide more accurate DDQ responses faster than ever with a seamless Responsive-Door integration.
  • Search updated Q&A pairs in Responsive from Door
  • Keep Door content updated with advanced content management workflows in Responsive

Finance RFP and sales teams that win more

See how standardizing on Responsive pays dividends in efficiency, AUM, and compliance.

““When we first started with Responsive, it was just for RFPs. Now we are submitting everything from follow-up requests to due diligence questionnaires.”

Megan Cutter,
Marketing Manager, CAPTRUST

BLOG

Going beyond GenAI for RFPs, proposals, & bids

webinar

Transforming the Proposal Lifecycle with Responsive AI

REPORT

2024 State of Strategic Response Management

Ready to see Responsive in action?

Find out why leading financial RFP and sales teams across the world turn to Responsive to power their Strategic Response Management.