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FINANCE

Automate repetition out of your response process

Modernize your response process with a knowledge management system, recommendation engine, built-in collaboration tools, and more.

Automatically respond to repeat questions

RFPIO’s Auto Respond feature will automatically answer repeat questions, so you can complete entire projects in just a few clicks.

A library full of pre-approved content, right at your fingertips

Keep content up-to-date with built-in curation tools that identify duplicate content, schedule content reviews, and flag posts for review.

Embed compliance checks into your workflow

Ensure all content in your library has been vetted by adding your compliance officer to the content creation workflow.

Stay accurate and consistent

Respond to RFPs, bid requests, and DDQs using the same pre-approved content, ensuring all responses are consistent and up-to-date.

Financial companies respond faster with RFPIO

RFPIO is the response management platform of choice for leaders in the finance industry.

“RFPIO has been amazing in helping us with repeat content. Now we can finish entire RFPs in an hour, instead of four days.”

JOAN DOLENCE
Proposal Architect — Finastra

Learn from the experts on response