Investment managers have spent years improving how they manage DDQs and RFPs. Dedicated response platforms, AI-powered tools and structured workflows have transformed processes that were once heavily manual, helping teams respond faster while improving consistency and governance.
Consultant databases, however, have often remained outside that transformation.
Although they rely on much of the same underlying content, consultant database narratives are frequently managed through separate workflows, requiring teams to maintain, review and update the same information across multiple systems.
As firms continue to modernize investor communications, the next logical step is to connect these workflows. Instead of treating consultant databases as a standalone process, firms are beginning to manage investor narratives through a single, centralized workflow that spans DDQs, RFPs and consultant databases.