Qvidian for the Financial Industry

RFP Response Software for Financial Services Companies

Qvidian makes it easy for financial organizations to collaborate on complex RFP responses, proposals, and sales presentations to win more deals.

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Secure, centralized, and audit-ready content

Qvidian has a time-proven record of helping financial services companies increase proposal quality, simplify compliance, and win more deals.

Eliminate DDQ headaches and improve efficiency

Requests for purchase and due diligence information are a hassle and are only growing in complexity and frequency, so what’s the best way to deal with them?

  • Leverage machine learning AI that improves over time, learning preferred responses leading to better response suggestions.
  • Guarantee accuracy by creating select responses automatically based on pre-approved content.
  • Grant permissions to different groups of subject matter experts to collaborate on one or multiple projects.
  • Use automatic question identification that will intuitively break down your received questionnaires into logical questions and answers.

Flexible and Customizable for Every Requirement

Create sleek, customizable branded templates that align with your legal and compliance standards. 

  • Collaborate, track changes and versions, assign permissions, and answer more effectively. 
  • Safeguard content and streamline SME collaboration with custom review and approval workflow processes. 
  • Create tailored PowerPoint presentations, Word documents or PDFs and import using any file type. 
  • Organize your proposal content with intuitive folders, associated metadata, and tagging. 


Dramatically improve client service times.

Accelerate responses associated with client servicing, fees and costs, and firm background with a library of pre-approved content  

Sync up with compliance to make a better DDQ process

Reduce questionnaire review times and empower workers by preparing and maintaining responses across teams. 

Built for flexibility and scale

Utilize your central library to build more than just formal RFPs and DDQs. Create RFI templates or proposals to respond to any sort of information requests. 

Maintaining our content is easy now. With Qvidian, we’re able to manage version control and have a central documentation repository to store source documents, drafts, and final copies. I couldn’t imagine doing my job without Qvidian.

Amanda Peck
Knowledge Manager, Fifth Third Bank

Built for banks, firms, and financial services.

With over 25 years of experience and 200K users Qvidian was built by experts who know the unique needs of financial service companies.

  • Qvidian is trusted by leading national and international banks, asset management firms, and
    financial services companies to speed up their RFP process and win more deals.

  • Financial companies receive lots of RFPs, whether it’s private companies looking for a trusted financial manager or local city governments looking for top financial advisors and asset managers. To answer them all, companies rely on RFP response software to speed up response times and streamline workflows.

  • Qvidian’s RFP response and proposal management software is flexible enough to meet the unique demands of companies. With tools for automating content discovery, RFP response, and proposal management, financial companies can generate high-quality proposals, sales presentations, or RFP responses 30% faster, on average.

  • Qvidian is committed to keeping customer data secure and has multiple standard security and regulatory compliances that financial companies require including GDPR compliancy, ISO 27001, and SSAE 16 Type II.

    Additionally, Qvidian has features for security-centric design such customizable user access and permissions, multi-step review and approval workflows, version control, change tracking, and event auditing.

Largest asset management firms trust Qvidian
8 / 10
Largest United States banks use Qvidian
6 / 10
Largest European banks rely on Qvidian
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Ready to see why top financial companies rely on Qvidian?

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