How US-Based FinTech Company Reduced Evaluation Time by 90% and Increased Win Rates by 35%

The Challenge 

A fast-growing FinTech SaaS business hit a significant setback—manual RFP assessments were in some cases taking up to 4 hours each. As proposal volume surged, the internal team was overwhelmed, including slowing down response times and passing up opportunities. 

The Solution 

The communication was changed forever with the advent of Clarion’s Cognitive Evaluation Agent (from the Agentic AI suite). Seamlessly integrated into the company’s existing workflow in a just 6 weeks, it automated the entire evaluation process — from parsing through proposals to scoring them and reporting results — freeing up valuable bandwidth for the team. 

The Impact 

• 90% Time Reduction in the Time to approve proposals (from 4 hours to just 20 minutes) 

• 35% Increase in Win Rates through faster, smarter responses 

• Consistent & Bias-Free Scoring, ensuring fair and transparent evaluations 

Want to win more deals in less time? See how AI-driven evaluation can give your team a competitive edge.