Curated AI-powered RFP Offering

BEAT RFP Pulse is a digitally managed solution developed by capital market experts with 500+ years of combined RFP/DDQ experience. Leveraging advanced technologies, such as LLMs (large language models) and GenAI (Generative AI), BEAT RFP Pulse helps financial institutions streamline RFP/DDQ processes by reducing response time. This enhances productivity and improves operational efficiency, enabling institutions to win new business and strengthen existing client relationships.

Why Choose RFP Pulse?

Adaptable and Agile

Adaptable and Agile

Captures industry best practices while still being as flexible as other pure play software solutions.

One-Stop Shop

One-Stop Shop

Helps improve operational efficiency and productivity.

AI Driven customized solution

AI Driven customized solution

Crawls content to bring you only the most relevant and apt suggestions.

Faster TAT

Faster TAT

Overall 40% less time spent in responding to RFPs/DDQs.

Cost Reduction

Cost Reduction

40%–60% more cost effective than other service providers.

Solution Features

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Web-based platform

Easy-to-use platform secured via multi-factor authentication and single sign-on

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Accelerated response generation

Digitised RFPs/DDQs, along with autofill capability or generation of responses using smart technologies, such as advanced LLMs and GenAI

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Seamless content management

Content upload, refresh and management (question-answer pairs) in structured format, with automated duplicate-record identification and smart search functionalities

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Robust document repository

Smooth storage of sales and marketing collaterals (such as fund documents, marketing materials and historical submissions), generating trustworthy responses.

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Unified project workspace

Seamless workflow management, improved collaboration, consistent formatting and smart export functionalities

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Smart integration

Ability to sync dynamic data and manage projects with leading customer relationship management (CRM) systems and data platforms.

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Interactive dashboards and reporting

Visualisation of data through interactive charts, as well as capability to draw meaningful analytics and make data-backed decisions for both regular users and key decision-makers.

Case Study

Uplifting RFP delivery using a People + AI solution

Value-add and perks

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25%

efficiency created

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450+

RFP/DDQs completed annually

Our Perspective

RFP Playbook: Your guide to ensuring deal-winning responses

RFP Playbook: Your guide to ensuring deal-winning responses

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Key trends in asset management

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