Financial Services

Win More Business and Grow Your Client Base with AI RFP Automation

RFPs are a key revenue source for financial institutions, like banks and credit unions, and investment firms. A wide range of clients, including corporations and government agencies, issue RFPs for services like asset management, investment banking, and financial consulting. Responding to these RFPs is crucial for growth, but several challenges make it difficult to craft competitive proposals, including:



Proposals require time and cross-department coordination, demanding careful resource management.

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RFPs in financial services are detailed, making quick, comprehensive responses difficult.

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Detailed compliance responses, like GDPR and AML, are often required for institutions working in the financial services sector.

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Companies must balance quality solutions with commercial viability.

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High competition makes it hard to differentiate from similar offerings.


Why RohanRFP is the best choice for Financial Services companies

RohanRFP generates first drafts faster, giving teams more time to use their extensive expertise to coordinate and address complex requirements.
Time savings let teams use their deep industry knowledge to focus on differentiation, persuasion, and storytelling to stand out.
Trained on your data, RohanRFP becomes your SME, reducing reliance on busy staff.
Built for complex regulatory and compliance needs.

How RohanRFP Works


How RohanRFP Works

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RohanRFP leverages patented Generative AI to automate complex technical content creation.
It processes unstructured data—like emails and past RFPs—to build a custom language model.
Analyzes RFP requirements and generates tailored responses using your organization’s data.


Outcomes of Using RohanRFP

4000 v4
Faster
first draft
Generates first
drafts 4000X faster, freeing teams to
focus on complex requirements and value.
35%
Cost
savings
Reduces proposal
costs by 35%,
boosting competitiveness
for companies in finance.
40%
More bid
participation
Allows firms to
respond to 40% more RFPs with the same team and increasing bid participation.
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Improves
Efficiency
Enhances proposal
quality and speed, driving more wins and faster growth.
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