Expedience Software helped Union Investment, a leading German fund manager serving institutional clients in Europe and Asia for over 60 years, enhance RFP quality amid 100 annual proposals. It simplified handling high-volume, complex RFPs for their five-member team, eliminating manual updates across current proposals and dozens of equity strategy documents after process changes, as noted by Silja Voss. Native to Microsoft Word with Copilot AI, it automated documents from spreadsheets, managed full RFP responses (requirements capture, bid/no-bid flags, assignments, questions), ensured secure firewall protection, and enabled collaboration without licenses or training.

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