RFP Support Assistant

Case Study

Traditional Workflow:

A banker usually begins by thoroughly reviewing the Request for Proposal (RFP), analyzing the client's requirements and objectives. They then assemble a dedicated team, including specialists from various departments such as wealth management, investment advisory, and risk management. Next, they meticulously craft a tailored proposal, highlighting the bank's unique value proposition and how it aligns with the client's needs. This proposal undergoes rigorous internal review to ensure accuracy, compliance, and strategic alignment.

Workflow with Unique FinanceGPT:

Unique FinanceGPT streamlines RFP responses, inputting client requirements and objectives. GenAI leverages vast data and algorithms to swiftly generate a tailored proposal, optimizing for accuracy and relevance. The banker refines the AI-generated proposal, adding personal insights and expertise. They review the proposal for compliance and strategic alignment, ensuring a cohesive presentation.

Impact:

The Unique FinanceGPT RFP Assistant saves a half day of work on every RFP.

Pricing

To find out more about pricing, reach out to us: