Case Study: Global Asset Management Firm improves RFP response speed and consistency with Responsive

Responding consistently during a merger an investment firm’s SRM story

Global Asset Management Firm is a U.S.-based global asset management firm with $1.4T in assets under management, more than 7,500 employees, and more than 400 products. As it prepared for a merger and acquisition, it needed a better way to manage responses to RFPs, RFIs, DDQs, and other questionnaires. Its existing system was difficult to use, could not scale with new acquisitions, and did not provide a reliable single source of content.

The firm implemented Responsive as its strategic response management platform and had proposal writers and SMEs using it by the day the acquisition was completed. Responsive helped create a single content hub for more than 60 users, supported Salesforce integration, and enabled the team to clean 5,000 records from the system during a content audit. The company says Responsive improved consistency, sped up onboarding, and gave teams a way to track response work more clearly.