Financial Services: 5 Key Considerations for A Proposal and Questionnaire Automation Solution


Financial services and insurance firms fight to maintain and win new business while managing risk and upholding compliance. We get it, deadlines keep getting shorter and response teams are leaner than ever, yet the volume, length, and complexity of RFPs, questionnaires, and other projects continue to increase.

One of the only ways to keep pace and refine processes to ensure future success is by implementing an automation solution. Join our upcoming webinar and learn the step-by-step method on how to effectively select the proposal automation tool that satisfies your business objectives.


rfi platform

Deirdre Sommerkamp
Strategic Services Manager, Upland Qvidian

Deirdre is a customer experience and sales execution expert on Qvidian’s consulting services team. With over 20 years of experience spanning industries, she has helped global financial services and insurance organizations successfully implement technology engagements including RFP and proposal automation solutions. She is adept in multiple functional areas including operations, marketing, sales and sales operations, customer service, professional services and IT and has over a decade of SaaS experience. She’s also a Certified Net Promoter® Associate and a member of the CXPA.


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