RFP and Content Management Solutions for Global Financial Institutions

Acuity Knowledge Partners provides DDQ, RFI and RFP solutions to 20+ global asset and wealth managers and commercial banks. We specialise in setting up skilled RFP teams that function as an extension of your team, freeing up bandwidth for onshore teams to manage larger volumes and more complex proposals. We also partner with our clients to restructure and maintain content databases to reap the full benefits of the platforms.

Benefits and Impact

A one-stop shop for proposal management support

Freeing up onshore RFP writers’ bandwidth

industry best practices to streamline the process

Extensive experience in managing, structuring and migrating databases such as RocketDocs, Qvidian, RFPIO and Loopio

Easily scale the team up/down to meet business demands and adapt to changing economic scenarios

Automation of recurring DDQs/RFPs on databases

Our RFP and Content Management Solutions

RFP/DDQ solutions

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RFP/DDQ solutions

Respond to (ad hoc and recurring) RFPs, RFIs and DDQs of asset classes such as equity, fixed income and alternatives
Create and maintain standard strategy/fund profiles by collaborating with product specialists and portfolio management teams
Format RFPs/RFIs/DDQs, maintain team bios, assist with SME reviews and upload final content to the RFP database
Setup and maintain digital DDQ platforms like Door etc. for better digital experience’

Content management solutions

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Content management solutions

Content database restructuring for heightened content accuracy
Ongoing maintenance of database content
RFP and DDQ automation to reduce manual effort
Regular audits to ensure the latest and compliance-approved content is available