Financial Services
How Q2 cut answer draft time from 30 minutes to one
Q2’s team handles between 130,000 and 160,000 questions a year across roughly 865 RFP, RFI, and DDQ projects. With RocketDocs as a centralized, searchable content library, plus Astro for AI response generation, LaunchPad in Word and Excel, as well as Salesforce and Teams integrations, answers that once took half an hour now take as little as a minute.
- Industry
- Financial Services
- Company size
- 1,000-5,000
- Headquarters
- Austin, Texas
- ~1 min
- per answer, from about 30
- 130k-160k
- questions a year
- ~865
- projects a year
The challenge
Despite deep experience in digital banking and RFP management, Q2’s team was carrying the usual weight of content maintenance: time-consuming manual updates, repetitive work, and project management features they were not fully using. They needed to keep answers consistent, get clear visibility into expiring content, and move faster together, all without overwhelming a small team. The volume was the hard part, at 130,000 to 160,000 questions a year across about 865 projects.
The solution
RocketDocs gave Q2 a centralized, highly searchable repository for sales, compliance, and marketing content. Tagging, attribute profiles, and bulk editing brought order to a large library, and record expirations now trigger notifications so nothing goes stale unnoticed. On top of that sits Astro, RocketDocs’ private AI, generating responses from across records. LaunchPad puts the platform inside Word and Excel, and connectors to Salesforce and Microsoft Teams fit RocketDocs into the stack the team already works in.
The results
For certain questions, response time dropped from about 30 minutes to as little as one. Bulk updates, tagging, and AI tools cut the manual load on the team’s writers, and Q2 reports only two to three support tickets across more than a decade of use. With Projects, Workflows, and AI-driven tools rolling out further, the platform is set up to support the team’s AI plans rather than hold them back.
Things that could have taken a half an hour can now take possibly a minute. It is absolutely a massive time saver in keeping hundreds and hundreds of answers ready to go for us to use.
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See what RocketDocs does with your hardest RFP.
Q2 turned a high-volume, high-stakes response operation into something a small team can run, with room to lean further into AI. See what RocketDocs can do for yours.