Large Global Alts Firm Sees 70% Increase in Response Times Using CENTRL’s Response360
Large Global Alts Firm Sees 70% Increase in Response Times Using CENTRL’s Response360
A global alternative investment firm managed 50–75 RFPs annually through a fully manual process, relying on Control-F searches, copy-paste workflows, and scattered documents with no centralized repository. The approach strained a small IR/BD team, created version-control issues, and required constant SME input. Imports from external portals often broke formatting and left gaps, while variable data (AUM, policies, quarterly updates) required repetitive manual edits, leading to inefficiency and outdated responses.
Solution
The firm implemented CENTRL’s agentic AI solution, Response360, to centralize and automate all RFPs, DDQs, and recurring questionnaires. Over 30 custom templates were digitized, and an Answer Library was established as its single source of truth. Using Response360’s Smart Response feature for verbatim matching, the firm improved first-draft accuracy and speed. Structured workflows allowed IR teams to manage initial reviews while SMEs focused only on their assigned sections.
Impact
60–70% faster response times, transforming first-draft completion and overall turnaround.
Reduced copy-paste work and improved consistency with AI-driven response matching.
Streamlined onboarding of monthly, quarterly, and annual questionnaires for greater scalability.
Cleaner outputs and audit trails, boosting internal confidence and leadership visibility.
