A secured-finance software company with eight-plus products now keeps every RFP answer tied to the right product line.
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Live RFPs and security questionnaires tested by the people who answer them.
Signed and onboarded before the old contract ended.
Each project draws only from its own product's content.
For Solifi, a secured-finance software provider for lenders and lessors across the US, EMEA and APAC, RFPs cover more than eight distinct products. Loopio kept pulling answers for the wrong product into proposals. With Inventive AI, Solifi labels content by product line so each RFP draws only from the right source. This case study is based on conversations with Brody Hofmann, Global Vice President, Sales Consulting, Matt Ihli, Proposal Manager, and Andrea Clevenger at Solifi.
Solifi provides secured-finance software to lenders and lessors, with a portfolio of more than eight distinct products. It operates across the US, EMEA and APAC, so its RFP team answers proposals and security questionnaires for many product and region combinations.
Solifi had used Loopio since its early days, but the tool didn't scale with a global, multi-product business. The team needed a Loopio alternative for multi-product companies.
Loopio magic answers fail for companies like Solifi because they match keywords across the entire library. An RFP for one product would fill with answers from another. The platform had also stood still, relying on a static Q&A database instead of moving forward on AI.
"That's the problem with Loopio today, or one of the problems, that it's pulling back answers for products that we don't want it to pull back answers."
— Brody Hofmann, Global Vice President, Sales Consulting, Solifi
With its Loopio contract about to expire, Solifi ran a one-week proof of concept in June 2026 with five evaluators, including solutions consultants and security experts. They tested Inventive AI on live proposals.
Inventive AI connected to Solifi's SharePoint, Confluence and Salesforce through Inventive's integrations and built a secure knowledge hub from them. As RFP software with labels per product line, it tags content at the product level, so each project draws only from its own product's content.
"Platform, like very agentic for us compared to a Loopio, which was very Q&A focused and, you know, like slapping AI on top of things."
— Matt Ihli, Proposal Manager, Solifi
Solifi signed and onboarded as its Loopio contract expired, and its veteran RFP leads were glad to leave the old system behind.
The AI produced complete, conversational drafts that fit Solifi's content across its US, EMEA and APAC regions.
Security questionnaire automation was a major win. Solutions consultants and security reviewers found the AI's answers extremely accurate, which takes real work off the compliance team.
Evaluators called out contradiction analysis and go/no-go analysis as signs the platform works as an AI agent, beyond searching a library.
"It consistently produced high-quality outputs, which is great. Very intuitive solution and system, like some of the contradiction analysis pieces, the go/no-go pieces."
— Brody Hofmann, Global Vice President, Sales Consulting, Solifi
"We needed to get the feedback from those who would typically answer the questions. Did really great there. To me, all the other things are icing on top of the cake."
— Andrea Clevenger, Solifi
Inventive AI helps financial services software teams answer RFPs and security questionnaires from the right product's content every time.
Book a demo to see how Inventive AI handles RFPs like Solifi's.
