Secure RFP & Proposal Automation for Financial Services

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.

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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

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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

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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

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tour workflow

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

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“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

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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

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5 Things Financial Services Firms Should Look for in a Proposal Automation Tool: