RFP and content management solutions for global financial institutions

Over a decade of experience in supporting leading global asset managers, wealth managers and commercial banks on end-to-end proposal management

Acuity Knowledge Partners provides DDQ, RFI and RFP solutions to 20+ global asset and wealth managers and commercial banks. We specialise in setting up skilled RFP teams that function as an extension of your team, freeing up bandwidth for onshore teams to manage larger volumes and more complex proposals. We also partner with our clients to restructure and maintain content databases to reap the full benefits of the platforms.

Benefits and Impact

Our RFP and Content Management Solutions

RFP/DDQ solutions

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RFP/DDQ solutions

  • Respond to (ad hoc and recurring) RFPs, RFIs and DDQs of asset classes such as equity, fixed income and alternatives

  • Create and maintain standard strategy/fund profiles by collaborating with product specialists and portfolio management teams

  • Format RFPs/RFIs/DDQs, maintain team bios, assist with SME reviews and upload final content to the RFP database

  • Setup and maintain digital DDQ platforms like Door etc. for better digital experience’

Content management solutions

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Content management solutions

  • Content database restructuring for heightened content accuracy

  • Ongoing maintenance of database content

  • RFP and DDQ automation to reduce manual effort

  • Regular audits to ensure the latest and compliance-approved content is available

Solutions for commercial banks

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Solutions for commercial banks

  • Cards and merchant services

  • Commercial payments

  • Loans and financing

  • Treasury services

  • Business accounts

  • Lending facilities

What we have done

Building an Integrated Global RFP Support Team for a Europe-based Asset Manager
What we are proud of


RFP win rate


response acceptance rate

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