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RFP, RFI, DDQ SERVICES
Proposals are a Powerful Competitive Edge
Proposals are too often considered "forms" to be filled out, delegated to administrative staff who aren't "busy at the moment." But proposals are a critical component of your sales process and provide a powerful competitive edge. Proposals must be written by professionals and deserve the full attention of your sales team and subject matter experts.
A proposal is a "packaged sales presentation," designed to position your company to win new business. Unlike an oral presentation, your company's written proposal will be examined, parsed, and judged without benefit of your verbal explanation. Your proposal must stand on its own as compelling proof that your firm is the best candidate for the job.
Writing proposals can be an overwhelming task for Asset Management firms. The ACCESS Proposal Center was created to relieve Asset Management professionals of this monumental but essential task.
Setting Industry Proposal Standards for the Investment Community
ACCESS has assembled a team of industry certified proposal professionals, expert in all aspects of the proposal process from RFP qualification to project management, writing, production, review, and assessment.
ACCESS uses industry standard proposal software to capture your firm's information in a protected database, where it will be firewalled from other data, stored, continuously updated for accuracy, and used for subsequent proposals. Outsourcing this process saves your company from investing in expensive proposal software tools, hiring proposal professionals, or disrupting business each time an RFP arrives (you won't have to pull resources from other time critical tasks to struggle through the proposal process).
Targeted, sector-specific RFPs are proactively harvested by ACCESS and presented to you immediately. This process allows for a reasonable proposal schedule, eliminating the usual pressured RFP qualification and response process.
Presenting Each Client Firm in the "Best Light" for Unbiased Proposal Presentations
ACCESS has proprietary best practices for Asset Management proposal production based on select financial writing and proposal writing industry standards.
Highly trained specialists will oversee the writing and production process for all ACCESS client proposals. They will ensure that all proposals are written to the same high standards with regard to compliance and responsiveness. ACCESS will present each client in their best possible light and in the best possible position to compete for awards.
Proposal Services
Our proven capabilities include: strategy development, planning, and management; subject matter management; content design and development (including writing and editing); document management, production, printing, and fulfillment. Our capabilities in these areas will assist ACCESS clients in formulating a professional presentation and compelling value message.
Strategy Development
ACCESS proposal specialists conduct working sessions with ACCESS clients to develop an overall strategic message and value statement. This helps us strategically position your company ahead of the pack, and differentiate you from the competition.
Planning and Management
Our proven expertise in the planning and management of complex responses to Institutional RFPs allows us to employ proprietary methods that ensure:
Role/responsibility definition and understanding
Definition and assignment of activities and deliverables
Adherence to the proposal plan and proper status reporting
Writing, Editing and Subject Matter Expert Management
Our writers are highly skilled and have extensive experience developing high impact, high quality content. They refine data provided by knowledge experts and source or create content as needed.
Document Management, Print and Production Coordination
Skilled professionals oversee document production. These individuals have many years of experience in document management, producing hundreds of complex, high quality documents. They will review your proposals to ensure that they are on target, of professional quality, attractive in appearance, and easy to read.
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