Choosing the Right Tool: Key Features to Consider in Investment Management RFP Response Software
Simplify your workday and enhance your RFP response strategies with the right tool.
Draw from a centralized bank of responses to answer any DDQ or RFP from any investor, faster and with greater accuracy, no matter what platform they use to deliver the questionnaire.
AI-powered Smart Search helps you respond to multiple requests for similar information
Allocate questions, build in approvals processes, work as a team
Automate reminders for SMEs to update and maintain data points. Store content centrally as your golden source
Pre Fill completes a first draft response in seconds using best fit information
Don't waste specialist investor relations resource on manual, repetitive tasks
Custom responses can take up to 18 hours to complete
Company knowledge is often held by a single individual. Without them responding in a timely manner is impossible
Who takes ownership of responding to DDQs and RFPs? It's not always clear cut
Simplify your workday and enhance your RFP response strategies with the right tool.
Elevate investment efficiency with RFP Response Software. Explore how it transforms management processes for optimal results.
Responding to RFPs is crucial for investment management firms looking to win new business. These documents represent lucrative opportunities to land...
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No, although it is similar. If you have been invited to use Dasseti by an investor in the past, you will be familiar with the Dasseti Manager Portal. Dasseti ENGAGE is a brand new platform which takes the Manager Portal a step further. With Dasseti ENGAGE you can maintain responses in a centralized bank, respond to ANY investor request and collaborate with your team members using the platform.
Dasseti ENGAGE uses Natural Language Processing to search across any previous response that has been uploaded to the platform. It then suggests the best fit response with details of last use, author etc.
Maintain a Q&A bank if you want to, or let Dasseti do the hard work.
When DDQs or RFPs come in, you can respond in Word, Excel, or your Chrome browser using our powerful plug ins. Dasseti ENGAGE suggests the most accurate response based on your own parameters and gives you a head start to complete the response quickly and consistently.
Team collaboration tools allow you to assign questions and maintain oversight over the response workflow, to monitor progress.
Dasseti ENGAGE is a cloud-based software app that can be accessed via any web browser.
Try it for free on a supported trial, invite your colleagues and then easily switch to a paid account.
Dasseti is priced on an annual basis, per user according to your specific use case. Please get in touch to discuss pricing.