Case Study: Greenspring Wealth Management achieves dramatic RFP completion time reduction with Responsive (using RFPIO)

An RFP Solution Dramatically Reduced Completion Time

Greenspring Wealth Management faced a siloed, manual RFP process where Partner Josh Itzoe handled responses alone, spending 20–40 hours per RFP and creating a single point of failure. To reduce completion time and scale the process, Greenspring engaged Responsive and adopted their RFPIO RFP solution.

Responsive’s RFPIO provided an answer library, searchable repository, team access, and progress tracking, allowing Greenspring to delegate work and stop “reinventing the wheel.” Within a month, Josh cut RFP time from 20–40 hours to under 5 hours, enabling more RFP submissions and positioning Greenspring for increased revenue growth.

Greenspring Wealth Management

Josh Itzoe

Partner & Managing Director