Case Study: Union Investment achieves 20% time savings and improved RFP quality with Expedience Software

Enhancing RFP Quality for German Fund Manager

Union Investment, a leading German fund manager and member of the cooperative financial network, was sending about 100 RFPs a year with a five‑member RFP team and struggled with content consistency, time‑consuming manual updates and difficulty mining data from Excel and other databases. To solve these issues they engaged Expedience Software for a proposal automation solution to improve content management and streamline updates across dozens of strategy documents.

Expedience Software implemented an automated proposal solution with refined content libraries, Word‑based templates and Excel integration (Excel Connect), plus extensive training for the Frankfurt team. The rollout has already delivered a flexible, easy‑to‑update RFP process, seamless Excel data updates and reduced repetitive tasks — with Union Investment estimating a potential 20% reduction in RFP processing time and more capacity to focus on higher‑quality, strategic responses.

Union Investment

Silja Voss

Senior RFP Manager