Automating Due Diligence Questionnaires: Why & How

This 30-minute webinar outlines why asset management firms should consider automating Due Diligence Questionnaires (DDQs). We provide a look at real-world results and examples from organizations who have automated. See how easy it can be to save time, increase accuracy, and improve compliance.

  • The top 3 benefits of automating DDQs
  • Results and examples from several financial services firms
  • How the automation process works

Speaker: David Miller

David Miller PhotoAs the Director of Account Management at SalesEdge, David Miller works with over 50 financial services clients using Qvidian RFP & Proposal Automation. A Qvidian partner for over 10 years, SalesEdge LLC helps small and mid-sized companies implement Qvidian software. David has helped many financial services clients automate client questionnaires, due diligence questionnaires, and other industry-standard questionnaires. Before joining SalesEdge in 2015, David was a Corporate Sales Representative for Qvidian.

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