Customisable RFP and DDQ platform for financial institutions
RFP Pulse mirrors the demands of governed processes covering investor assessments to compliance filings. Built specifically for asset and wealth managers and financial institutions, it helps manage the rising volume of RFPs and DDQs with accuracy and control.
With over two decades of domain expertise, automation and expert oversight, the platform delivers outputs that are consistent, compliant and ready for audit.
Why RFP Pulse
Reduce manual effort as well as transform the way content-heavy response processes are managed. By addressing bottlenecks in accuracy, compliance and speed, we enable firms to:
Accelerate response
AI-powered drafting and search tools cut response times significantly, helping firms meet deadlines faster and more efficiently.
Enhance accuracy
Centralised, validated content ensures every response is current, compliant and consistent with firm standards.
Scale operations
Manage growing volumes of requests without expanding teams, enabling scalability without additional resources.
Mitigate risk
Structured processes and version control minimise dependence on individual contributors, reducing errors and compliance exposure.
How we deliver results
An end-to-end approach to RFP and DDQ management that blends automation with expertise.
Intelligent repository stores accurate, compliant content.
AI models generate initial responses.
Expert review refines and validates outputs.
Works with existing workflows and submission portals.
Audit-ready submissions are delivered with reliability.
Built around your workflows
Modular platform that adapts to how your firm operates
- Content intelligence: A structured, central repository that keeps all responses current and reliable
- AI-powered drafting: AI generates initial responses with contextual understanding
- Secure integration: Connects with existing RFP platforms, CRMs and submission tools
- Collaborative tools: Supports commenting, bookmarking and sharing to streamline teamwork
Scalable, flexible and controlled
Expand capabilities without compromising governance
- No-code configuration: Modify templates and workflows without IT dependency
- Audit-ready outputs: All submissions reviewed to meet regulatory and internal standards
- Flexible model supports in-house teams or fully outsourced execution
Security, compliance and governance
RFP Pulse puts governance at the core amid rising investor and regulatory demands
- Regulatory-aware AI: Ensures all responses align with current regulations
- Version control: Tracks every change across drafts and submissions
- Secure deployment: Meets financial services standards for data protection and confidentiality
Deployment options that match your business requirements
RFP Pulse can be tailored for quick rollout of standard workflows, process-driven execution, or fully customised content management. The platform aligns with your existing infrastructure, scales as your needs grow and supports sustainable, long-term response operations.
Connect with us
To start your transformation, drop us a note.