Financial Services & Insurance
Financial services DDQs and RFPs, from approved language.
Every answer signed off by the people who own it. In financial services, what you write in a DDQ or an RFP becomes part of the contract, and the client's regulator may read it. James, SEQUESTO's AI bid agent, drafts every answer from your approved policies and past responses, applies your compliance rules, and sends the sensitive answers to legal and compliance before anything goes out.
Who this is forRFP managers, client service and institutional sales teams at asset managers, banks, insurers, pension providers and payment companies, and the compliance, risk and legal colleagues who sign off.
The Challenge
Why financial services bids slow down at sign-off
Approved language, in five versions
The ESG policy, the business continuity answer and the fee wording exist in several approved versions. Nobody is sure which one compliance signed off last.
Compliance reads every row
A 250-question DDQ goes to compliance and legal as one spreadsheet, the day before it is due. They read every row to find the dozen that commit the firm to something.
Your clients now send you their regulator's questions
DORA, outsourcing and ICT third-party questionnaires arrive from every regulated client, each in its own format, each asking for documents as well as answers.
How it works
Approved sources, your rules, your sign-off
01
Read and organise
James reads the RFP or DDQ, keeps its sections and turns every question and document request into an item, assigned to investment, operations, risk or compliance.
Requirements & clarifications
02
Answer only from approved sources
Point James at the current policy set and past approved responses. He answers only from them, shows the source on every answer, and marks "Needs review" where there is none.
Guardrails
03
Your compliance rules on every answer
Rules such as "never commit to a most-favoured-nation fee clause without legal approval" apply to every answer James writes. When a request would break one, he flags the conflict and asks.
James
04
Sign-off in order, on record
Sensitive answers go to compliance and legal in the order your sign-off requires. James fills the client's own file, and every change and approval is recorded.
Activity & audit
Before and with SEQUESTO
| Before | With SEQUESTO |
|---|---|
| Five approved versions of the same answer | One current source, shown on every answer |
| Compliance reads 250 rows to find a dozen | Compliance reviews the answers that need them |
| Fee and pricing sheets shared with everyone | Pricing visible only to the people you choose |
| Document requests tracked in a separate list | Every document request an item, owned and checked |
| No record of who approved a commitment | Every answer, change and approval on record |
Worked example
How James handles a pension fund mandate tender
An asset manager receives an RFP from a Dutch pension fund for a European credit mandate: a DDQ in Excel, a list of document requests and a fee schedule. James extracts every question and request, assigns the investment process section to the portfolio team and the operational questions to operations. He drafts the answers from approved past DDQs and the current policy set, and marks those without a source "Needs review". When a question asks the manager to accept a most-favoured-nation clause on fees, a company rule requires legal approval, so James flags it and assigns it to legal. The fee schedule stays visible only to the RFP lead and the head of distribution. James fills the fund's workbook and the coverage check lists any document request still open.
Built for teams that need proof
Only in SEQUESTO
Rules at four levels
Company, persona, project and personal rules. Company rules win, and James asks before breaking one.
Guardrails
Limit James to approved files
This year's policies and signed-off answers, yes; old drafts, no.
Draft answers
Certified ourselves
ISO 27001 and SOC 2 Type II, EU or US hosting, an isolated instance per customer.
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In 30 minutes we show you the drafts, the flagged answers and the client's file filled from your approved content.
FAQ
What FS&I bid & tender teams ask about the SEQUESTO aOS.
In the EU or the US, as you choose, on an isolated instance for your company. SEQUESTO is ISO 27001 certified and SOC 2 Type II audited.
He answers only from the sources you approve and shows them. When there is no source, he says so and marks the answer "Needs review".
Yes, in the order your sign-off requires. Every approval is recorded, so the audit trail shows who approved each answer and when.
Copilot helps one person find and write text. James works inside the DDQ: he answers from approved sources only, applies your compliance rules, routes answers for sign-off and fills the client's own file.