Straive AI powered RFP Automation Production Rollout for Financial Services (16-20 Weeks)

AI powered RFP / DDQ solution entails the following capabilities:

• LLM-driven Automation for natural language understanding and document summarization
• Crearion of Knowledge Base that combines text and vector search to find relevant RFP responses quickly
• Interactive chatbot based UI for real-time querying, document upload, and conversation history

Based on our work with Investment Management firms, we’ve been able to deliver tangible results such as :

• Efficiency Gain by reduding RFP response times by 70% (10-15x improvement)
• Accuracy Boost: 80-90% reduction in manual errors and standardized responses
• Cost Savings: Reduced manual labor and minimized submission delays
• Improved Experience: Faster, more consistent proposals enhancing client perception and personalized experience

Our professional services empower Investment Management firms to adopt and scale an AI-powered RFP Automation solution, leveraging Microsoft Azure for intelligent automation, scalability, and compliance. The production rollout encompasses both technical implementation and strategic enablement to ensure seamless integration into existing workflows.

🔧 Key Implementation Phases :

• Infrastructure & Configuration Establish foundational production data infrastructure on Microsoft Azure Initiate data migration and system configuration using Azure Data services

• Data Pipeline Expansion Extend Azure-based data pipelines to support full RFP/DDQ coverage Populate the knowledge base with comprehensive, structured content for automation

• AI Integration & Search Optimization
  Integrate a production-grade Large Language Model (LLM) via Azure AI services Enable high-performance parallel processing and refine search functionality for speed and accuracy

• User Experience & Interface Design Develop and deploy a user-friendly interface hosted on Azure Services Continuously enhance UX based on user feedback and broader usage scenarios

• Security, Compliance & Testing Implement robust security protocols using Azure Security Center and Azure Policy Ensure regulatory compliance and conduct thorough penetration and load testing via Azure Test Plans

• Deployment & Post-Launch hypercare Support Deploy the solution to Azure production environments Provide initial post-deployment support including user training, documentation, and Azure resource optimization

This engagement ensures that customers can fully understand the value of AI powered RDP / DDQ process and integration of AI into regular flow of work, besides leveraging Azure’s capabilities for intelligent automation, scalability, and compliance in their RFP workflows.