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DDQ & RFP Teams

RFP and DDQ teams handle some of the most repetitive, high-stakes work in the firm. AdviserGPT automates first drafts, keeps answers current with your latest approved language, and lets your team focus on the questions that actually need human judgment.

The Challenge

Common problems DDQ & RFP teams face every day.

Legacy RFP tools

Legacy RFP tools may have recently added AI, but they still require you to be a full-time content manager, to often start questionnaires from scratch, and still wrangle with formatting.

Clunky User experience

The same RFP tools may offer plug-ins, but they are an afterthought or sidekick versus the primary user interface. You still have to log-in to a traditional web application versus applying AI as a semi-autonomous workflow agent that runs in the background.

Content, data and narrative out of sync

Legacy tools quickly become a mess of tagged content with a lot of manual curation required. And that’s after several months of onboarding at the start.

How AdviserGPT helps

Features and workflows designed for marketing teams.

Auto-draft full questionnaires

Open a blank questionnaire in Microsoft Word and AdviserGPT completes the first draft automatically using your Vault. Review and refine instead of starting from scratch.

Keep data and narratives in sync

Our quarterly data files from your proprietary data and reporting providers link your firm data to questions including tables and narratives. Update your quarterly data file automatically, and it flows into every data-intensive questionnaire you answer.

Work inside Word, Excel, Outlook, and Chrome

No new tools to learn. AdviserGPT runs within the questionnaire documents your team receives. Our Agentic UI runs in the background in a user experience you already know.

Up and running in a day, really

Upload your prior RFPs, DDQs, or Question/Answer exports, install the add-ins, export from your legacy tool, and start drafting. No months-long implementation to create a content library you then need to continually and constantly manage.

  • "

    AdviserGPT cut my quarterly DDQ update time by 75%. A process that used to take me 45 minutes per DDQ now takes 10 minutes with AdviserGPT, and runs in the background. It's saves me 750 minutes or almost 2 days per quarter on average.

    National Accounts Manager — $45B active asset manager

  • "

    AdviserGPT is like having a senior writer write the first draft, and then I get to be the editor!

    Manager, Client Service and Product Support — $10B global equities manager

  • "

    I like to have a high level of efficiency in our AdviserGPT Vault. All of our Q/A pairs are relevant and applicable so I can be confident our answers are valid. As an Outsourced CIO, we answer the same investor questions frequently. I often use AdviserGPT to update and improve our content.

    Business Development Associate — $5B Outsourced CIO

  • "

    We use AdviserGPT to update repetitive annual DDQs and to respond to new RFPs. It's easy to either go straight to the Vault to find content (like taking a book out of the library) or to use the AI Bulk Answer function to automatically populate and improve our answers. It's been a very helpful extension of our knowledge base internally.

    Senior Marketing and Communications Specialist — $7B value equities manager

  • "

    AdviserGPT cut my quarterly DDQ update time by 75%. A process that used to take me 45 minutes per DDQ now takes 10 minutes with AdviserGPT, and runs in the background. It's saves me 750 minutes or almost 2 days per quarter on average.

    National Accounts Manager — $45B active asset manager

  • "

    AdviserGPT is like having a senior writer write the first draft, and then I get to be the editor!

    Manager, Client Service and Product Support — $10B global equities manager

  • "

    I like to have a high level of efficiency in our AdviserGPT Vault. All of our Q/A pairs are relevant and applicable so I can be confident our answers are valid. As an Outsourced CIO, we answer the same investor questions frequently. I often use AdviserGPT to update and improve our content.

    Business Development Associate — $5B Outsourced CIO

  • "

    We use AdviserGPT to update repetitive annual DDQs and to respond to new RFPs. It's easy to either go straight to the Vault to find content (like taking a book out of the library) or to use the AI Bulk Answer function to automatically populate and improve our answers. It's been a very helpful extension of our knowledge base internally.

    Senior Marketing and Communications Specialist — $7B value equities manager

Ready to see it in action?

Book a demo tailored to how asset managers use AdviserGPT.

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