Trusted by Leading Financial Services Firms

Increase Win Rates with More Effective Sales Content

Manage Risk and Compliance

Response teams face tight deadlines to answer a growing volume of RFPs, RFIs, and security, due diligence, and compliance questionnaires. Meanwhile, expectations for proactive proposals, presentations, and other projects continue to rise. With Qvidian, you can simplify security and compliance and create superior sales content faster to increase win rates.

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Centralize Proposal & Sales Content

Store all approved content in authorized language and branding in one secure, cloud-based library. Cut through the clutter and ensure your team has access only to the content they need with granular role-based access control.

Maintain Security & Compliance

Design and enforce custom review and approval workflows. With all actions tracked automatically, audit trails build themselves, maximizing visibility and ensuring you are always ready to meet reporting and audit requirements.

Drive Productivity & Win Rates

Streamline collaboration and create approved sales and proposal content faster. Make smarter decisions with custom analytics and improve performance strategically to strengthen existing client relationship and win more business.

Qvidian Clients Include:

 

  • 4 of the 5 world’s largest asset management firms
  • 8 of the 10 largest U.S. Banks
  • 7 of the 10 largest European Banks

Qvidian upholds ISO 27001, SSAE 16 TYPE II and GDPR standards.

5 Things for Financial Services Firms to Look for When Selecting a Proposal Automation Solution

Additional Resources

Infographic

Financial Services Expertise

See at a glance why leading financial services firms trust Qvidian.


Case Study

Fifth Third Bank

Learn how Qvidian streamlined sales and proposal content creation and management.


Video

Jack Henry & Associates

View how this financial services company dramatically increased efficiencies across departments.