RFP Tracking demo

What the demo shows

Spots pension manager searches in board minutes before the RFP lands, for institutional sales

The work opens on a forecast strip: a timeline of pension board meetings with the sentences that signal a coming manager search lit, each one shown in its original language beside the English, and below it the predicted searches by the month the RFP is expected, with the agents' conversation close at hand. Seven agents do the reading and checking. The Reader agent reads every agenda, packet, minutes, investment committee pack, video transcript and procurement notice of every watched plan sponsor; the Signal agent finds the motion, the vote and the size; the Check agent re-reads the page on its own and vetoes anything that does not match; the Match agent ties the search to one of the firm's strategies; the Score agent gives a probability and an RFP window with its reasons; the Contact Rules agent checks quiet periods and political contributions before anyone calls; and, only after approval, the Pipeline agent writes the pursuit to the CRM and watches for the RFP. The RFP coordinator proposes, the Head of Consultant Relations approves (with the Head of Distribution at $1 billion or more), and Compliance clears contact with any government plan.

Transcript

1. 0:00RFP Tracking finds pension manager searches in board minutes, for institutional sales.
2. 0:08Five consultants advise on 70% of worldwide assets, so a late search is lost.
3. 0:17Overnight, agents read over 400 board documents, lighting every search signal.
4. 0:25Ridgeline County, page 14.
5. 0:28Terminate the EM debt manager, RFP, in the first quarter.
6. 0:34The check agent re-reads the page and confirms the 7-2 vote.
7. 0:40The match agent picks EM debt blend.
8. 0:43The score agent says 70% and Y.
9. 0:48Dutch and Japanese minutes are read the same way, English beside the original.
10. 0:55The contact rules agent checks quiet periods and pay-to-play first.
11. 1:02Owen Price approves Sophia Brandt's proposal.
12. 1:05Only then is the CRM written.
13. 1:09Every signal cited, every decision signed by second person, every step logged.
14. 1:17The aim, search is seen a quarter before the RFP.
15. 1:23Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.