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.Get a Demo
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
Financial Services Expertise
See at a glance why leading financial services firms trust Qvidian.
Fifth Third Bank
Learn how Qvidian streamlined sales and proposal content creation and management.
Jack Henry & Associates
View how this financial services company dramatically increased efficiencies across departments.