Increase Security & Proposal Win Rates with RFP Automation
Compliant RFP process automation software
Response teams face tight deadlines to answer a deluge of RFPs, DDQs, and security questionnaires. At the same time, the demand for proactive proposals and presentations continues to rise. With Qvidian, you can increase your win rates by simplifying security and compliance and creating more persuasive sales content faster.Get a Tailored Demo »
The Proven Choice for Financial Services
The world’s leading regulated companies trust Qvidian, including…
- 4 of the 5 World’s Largest Asset Management Firms
- 8 of the 10 Largest United States Banks
- 6 of the 10 Largest European Banks (including the largest)
Qvidian upholds ISO 27001, SSAE 16, and GDPR standards. Tell Me More >
Centralize & Secure RFP, Proposal & Sales Content
Store approved content in one secure library. Remove clutter and give your team members access to only the content they need for their jobs.
Always Be Audit-Ready & Uphold Compliance
With all user actions tracked automatically, audit trails build themselves. Never be surprised by industry reporting and audit requirements.
Create Accurate, Complete Responses that Win More
Complete first draft RFP responses in minutes, with automatic bulk answer completion. Dedicate more time to customizing answers and trickier questions.
“Proposals that used to take our bankers hours to complete now sometimes take just a few minutes using Qvidian.”
– Tony Brunty, Huntington National Bank
Microsoft Office Integration
Bring Qvidian’s library to Word and Excel and work together in Office Online, Teams, and SharePoint
- Breeze through complex Excel-based RFPs
- Automatically insert the most relevant content
- Finish drafts in minutes with artificial intelligence
- Collaborate in Office Online, Teams, and SharePoint
Securely Automate Due Diligence & Security Questionnaire Drafts
- Centralize approved DDQ and security answers in one library
- Automatically answer blocks of questions in bulk
- Expiration dates alert you when it’s time to refresh answers
- Accelerate reviews and approvals with automatic workflows
Real-Time Analytics Dashboards & Reports
Showcase your team’s value and prove your return on investment (ROI) to leaders and stakeholders
- Get real-time adoption, content usage, and process insights
- Resolve bottlenecks and help overloaded team members
- Find out what’s working well and uncover new opportunities
- Start fast with standard dashboards or customize to your needs
“We conducted an RFP process improvement initiative. In many instances, we were able to streamline or altogether eliminate steps with Qvidian.”
– Elizabeth Grissom, RFP Proposal Analyst, Jack Henry Banking
Jack Henry Centralizes Proposal Content & Answers 70,000 RFP Questions Per Year
Fifth Third Bank Remains Audit-Ready & Simplifies Remote Team Collaboration
"Qvidian delivers... ROI far exceeds our annual cost for the software."
– Cheri Reid, Proposal Manager, Rehmann
5 Things Financial Services Firms Should Look for in a Proposal Automation Tool:
Leading Banks and Financial Services Firms Trust and Depend on Qvidian
At-a-glance, understand why your financial services peers trust Qvidian to uphold compliance...
Rehmann | Sees Unprecedented ROI
Financial advising firm unlocks 54% labor cost savings, 30% increase in proposal...
Global Bank | Doubles Productivity
Top global bank (50+ countries) doubles its proposal capacity while upholding compliance...