The AI-native workspace built for financial services
Everything proposal and client relations teams need for smarter, faster, and easier responses. AI coworkers, industry intelligence and tailored capabilities -- all in one workspace.
BigPi's collaborative workspace: how financial firms handle rising client demands—while cutting workload
Our financial services AI works alongside your team to handle content admin, generate targeted responses and execute response playbooks -- transforming the way your team works.
Tap into all of your content
Autonomously synthesizes data & content from spreadsheets, documents and presentations. Eliminates tedious content admin and limitations of Q&A pairs.
Answer client inquiries, in every context, end to end
Handles the entire questionnaire in all formats and across all client touchpoints. Drives 10x responsiveness and seamless client experience.
Apply your collective intelligence
Goes beyond autofill. Delivers strategic responses built on market insights, client needs and your team's collective expertise.
Exclusively financial services firms
Public Market Managers
Asset managers are broadening their product line-ups and competing across more strategies and customized mandates.
RFP teams must position and differentiate solutions across consultants, clients, and strategies—while delivering consistent, accurate narratives and data.
Investment Consultants
Investment consultants are expanding into OCIO and operational support services, responding to client needs for deeper support.
RFP and consultant teams are stretched across multiple service lines, with fiduciary proposals significantly expanding the scope of data and narratives.
Private Markets Firms
Private markets firms are expanding into private wealth channels while launching funds and delivering strategies through multiple vehicles.
Fundraising and DDQ teams must manage growing volumes of LP diligence requests across strategies, funds, and investment vehicles.
Insurance & Retirement
Retirement providers compete on reliable plan administration, strong participant outcomes, and high-quality service to plan sponsors and participants.
RFPs span plan administration, compliance, investments, participant experience and service details.
Trusted by industry leaders
"Maintaining strategy, vehicle and investor variations of responses used to be tedious and time consuming. Astra now handles all of that for us."
RFP Writer
Asset Management Firm
"BigPi fundamentally changed how our RFP team works—it's enabled us to strategically position and tailor responses based on client, consultant, and product."
RFP Team Lead
Leading Retirement Firm
"We chose BigPi because Astra was fundamentally different. It wasn't built on a database with AI added later. It understood real estate RFPs from day one."
Investor Relations Lead
Global Real-Estate Asset Manager