Delivering Value for Financial Professionals

RFP365 helps Financial Professionals manage all aspects of RFPs, RFxs, and DDQs. We offer a collaborative platform that promotes online communication, leverages hierarchical structures to partition your Knowledge Base and automates review cycles. 

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Streamline

Communicate seamlessly
with your team and third party consultants

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Empower

Equip your team with tools they need to respond effectively & efficiently

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Gain Consistency

Ensure that only approved content is leveraged and instill confidence

 

With over 500 vendors responding to RFPs, RFxs, and DDQs in RFP365, you can engage solution providers across key categories, like: Retirement, General Banking, Investment Banking, Insurance, Financial Advisory Services, and more. 

 

We built a platform that our users love to collaborate in, which means value-added intelligence for your clients. 

View DDQ Pricing 

Client Retention


Due Diligence is about gathering critical information quickly. At RFP365, we help  conduct DDQs, RFPs, and RFxs efficiently so your team can gather data, evaluate responses and ensure compliance quickly.

Read about issuing functionality

Client Growth


Responding to DDQs, RFPs and RFxs is time-consuming, but critical to growth and retention. Leverage past responses faster and collaborate with your team to create tailored responses. 

Read about responding functionality

Author RFP

Bring multiple stakeholders together in the same version. Use content from your library.

Publish

Invite specific vendors or post a public link so interested parties can find your RFP.

Collaborate

Vendors bring multiple team members together in the same version. Prepare your proposal quickly and effectively.

Search Responses

Leverage past responses with a click. Keep RFP responses updated and accessible.

Manage Tasks

Track proposal status in real time. Assign writing and approving tasks with due dates and notifications.

Export and Archive

Export into Word/Excel for your archival purposes. Your responses and entire proposals are stored for later use.

Submit Proposals

For RFPs created in our system, submit completed proposals with a click. For external RFPs, export and submit.

Collect Proposals

Gather your vendor responses automatically. You can message with your vendors during their responding period.

Score Responses

Engage your evaluation team, where they can score and make notes, directly in the proposals.

Select Vendor

Support your decisions confidently. View vendor comparisons, scoring summaries, and export all of the detail for presentations.

Vendor Intelligence

Support your clients and stakeholders effectively by gathering responses quickly. Compare capabilities, pricing and view facts side-by-side to make informed decisions. 

Work Together

Consulting teams and clients can work together to easily evaluate responses. Add value by shortening timelines and reducing administrative tasks. 

Support Decisions

Set the criteria for evaluation and engage your scorers. Present decision-makers with summary and detailed reports. 

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Before it was so hard to keep vendor information up-to-date, using spreadsheets and legacy software. But now we can see our vendors activity and data in real time. As a result, our client deliverable is much stronger.

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Eric Hollenbach

Lockton Companies

Consultant & Project Analyst

New Client Growth

Respond efficiently to RFPs, RFxs, and DDQs with an intelligent Knowledge Base. Collaborate, reuse and share content across offices. Tell your story more consistently and differentiate yourself. 

Build Practice Area Hierarchies

Structure parent and sub-account hierarchies to share content across offices.  Partition content across offices for enhanced control and reporting.

Leverage Past Responses

Instantly search your Knowledge Base to answer commonly asked questions. Spend more time crafting client specific responses that add value.

Assign and Manage Tasks
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It (RFP365) provides all parties within the RFP process a productive, seamless experience that significantly reduces the amount of time spent on an RFP. Our productivity has continued to increase in excess of 90%. We’re getting more work done, with less effort.

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Whitney Russell

PlanSource

RFP Quarterback / Proposal Coordinator

A few Clients that use RFP365

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find out how we can help

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