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Asset Management

How American Century took on 42% more work without adding headcount

American Century Investments has partnered with RocketDocs since 2009. As proposal volume climbed 42 percent between 2020 and 2024, the team absorbed the growth without hiring, using a centralized content library, RapidDocs, and a Salesforce integration to keep responses fast, accurate, and compliant.

Industry
Asset Management
Company size
1,400+
Headquarters
Kansas City, Missouri
42%
more projects, 2020 to 2024
Zero
added headcount
~5 min
to assemble an RFI
01

The challenge

American Century’s team needed one platform to streamline its work, manage content securely, and keep up with a growing volume of proposals. Most of their time went to due diligence questionnaires, with RFPs and newly inherited RFIs on top. Content lived in file folders that offered no real version control or auditability, which is a problem in a regulated environment. The team also needed structured collaboration: shared workflows, in-app communication, and a way to coordinate with subject matter experts without drowning them in email.

02

The solution

RocketDocs gave the team a centralized, well-organized content library, so writers can draft across 140-plus products and strategies without deep subject matter expertise. Audit trails show who changed each record, when it was changed, and how often it is used, as well as showing version tracking that lets the team review edits over time or roll back changes. Project workflows, in-app notes, and automated notifications keep everyone aligned and cut down on email. For an RFI a salesperson needs at the last minute, RapidDocs assembles a customized, on-brand version in about five minutes, all from pre-approved content.

03

The results

Project volume rose 42 percent from 2020 to 2024, and the team handled it without adding headcount. A Salesforce integration automates project intake: one click pushes the details into RocketDocs, creates the project, and routes work so each person sees only what they own. Tracking content usage and approvals has also strengthened the team’s reporting and compliance, which matters in a regulated sector.

Our project load has consistently increased year over year for many years. I tie our ability to keep meeting that, without hiring more people, to RocketDocs.
Annie Redd, RFP Manager, American Century Investments

See what RocketDocs does with your hardest RFP.

American Century turned a growing workload into something one team could manage, with the audit trail and consistency a regulated business depends on. See what RocketDocs can do for yours.