RFP Response Generation
A leading financial institution reimagined its RFP management process with Maisa Digital Workers. Manual response preparation was replaced by an automated, intelligent workflow that searches internal documentation, generates compliant answers, and produces ready-to-submit drafts in hours instead of days. The result is faster collaboration, improved accuracy, and a globally consistent RFP process.
Industry
Banking & Financial Services
Department
Banking & Financial Services, Corporate and Investment Banking
The Challenge
Managing RFPs at scale is one of the most time-consuming activities for large financial institutions. Each request involves hundreds of unique questions that must be answered with precision using approved internal content.
The process was entirely manual. Teams searched through vast internal documentation libraries, reviewing previous submissions, policies, and technical papers to find relevant information. Each document varied in structure and formatting, forcing specialists to rebuild answers repeatedly and validate every response for compliance.
This approach led to long preparation times, inconsistent messaging, and the risk of using outdated materials. Collaboration across departments was slow, and visibility into progress was limited. The result was extended turnaround times, increased costs, and reduced ability to respond competitively to new opportunities.
The Solution
Using Maisa Studio, the bank’s commercial operations and procurement teams built a Maisa Digital Worker that now handles the RFP process from start to finish. Configured in natural language, the Digital Worker connects directly with internal libraries, ensuring that every response is accurate, up to date, and aligned with corporate standards.
RFP Document Intake
Uploads RFP documents, reads each section, and automatically identifies all questions and response requirements.
Automated Draft Generation
Creates the first draft of RFP responses by analyzing historical data, previous submissions, and approved documentation. Drafts are automatically formatted in the required structure for Word, PowerPoint, or Excel.
Unified Content Library
Establishes a single, global document library that provides every team with access to the same verified and current content. This ensures consistency and removes dependency on outdated local files.
Collaborative Workflow Management
Assigns questions and sections to different teams or subject matter experts, tracks progress in real time, and sends reminders for pending items. The Digital Worker maintains version control and visibility across the entire process.
Smart Information Retrieval
Searches through internal knowledge repositories and documentation libraries to locate the most relevant and compliant information for each response.
Analytics and Alerts
Provides insights into response progress, pending items, and status alerts for administrators. It also manages document versions and change control to maintain transparency across all submissions.
Final Compilation and Delivery
Once all sections are validated, Maisa automatically compiles and formats the completed RFP. It generates supporting materials such as executive summaries, value propositions, and presentations ready for leadership review.
By centralizing content and automating response generation, Maisa transformed a fragmented process into a fast, auditable, and scalable RFP operation.
The Results
Automated Generation
RFPs are completed automatically using verified content, removing the need for manual assembly and review.
Time Savings
Response time has been reduced from several days to just hours, allowing teams to handle multiple RFPs simultaneously.
Improved Accuracy
Systematic search and validation ensure that every response is compliant, complete, and aligned with approved documentation.
Resource Optimization
Teams now focus on strategic initiatives and vendor management rather than repetitive content retrieval and formatting.
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