Asset managers handle anywhere from 10 to 3,000 DDQs annually, often facing challenges such as varied question formats, investor-specific reporting requirements, and compliance oversight processes. These complexities require a technology-driven approach to ensure both accuracy and efficiency, saving valuable time.
Our latest case study explores five key RFP and DDQ use cases where DV Assist – a DiligenceVault module powered by Generative AI, simplifies responding to RFP/DDQs, significantly reduces manual effort, and enhances the quality and oversight for Investor Relations and RFP teams. Discover how asset managers can:
- Easily manage responses to various staff turnover related queries
- Quickly adapt answers to meet word count restrictions
- Scale DEI reporting with Gen AI and structured data management
- Generate contextual responses using pre-approved content
- Summarize and extract key insights – quickly and accurately
Real Impact, Real Savings
DV Assist – our AI companion reduces frustration, saves hours or unproductive time each quarter, and ensures over 90% reusability of responses. With AI-powered prompts, investor queries are answered in seconds, while maintaining compliance and consistency.
Combined with DiligenceVault’s robust project management, SME reviews and content library features, it transforms the RFP/DDQ response process.
Mastering Prompt Engineering for RFP/DDQ Teams
Would you like to see how DV Assist helps the above use cases live? Join us for DiligenceVault’s upcoming webinar, “Mastering Prompt Engineering for RFP/DDQ Teams“! See how prompt engineering can transform your DDQ and RFP response process, boosting both efficiency and effectiveness. Engage in a live Q&A with the DV Assist team to get your specific questions answered.
Download the case study below to see how DV Assist is transforming the due diligence process for asset managers globally, simplifying complex workflows, enhancing accuracy, and significantly reducing manual effort.