How Top Firms Build Institutional Knowledge with Seamless DDQ & RFP Completion

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Due Diligence Questionnaires (DDQs) and Request for Proposals (RFPs) remain among the most time-intensive and risk-sensitive workflows in financial services, consuming 16+ hours on average and involving 20+ contributors. Most AI tools promise speed but fall short on the rigor these workflows require, creating more review work and exposing teams to accuracy gaps.

Join Norm Ai's Madison Marlow, Director of Legal Engineering, and Will Berg, Forward Deployed Legal Engineer to discover how leading firms are leveraging AI Agents to automate DDQ and RFP responses that stand up to legal & compliance review.

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In this session, you'll learn:

The evaluation framework legal and compliance leaders use to distinguish AI hype from genuine capability, including sourcing, explainability, governance, and human-in-the-loop design

How to implement agentic AI responsibly, from defining ownership and migrating historical responses to establishing text-generation policies

How recent advances in Legal and Compliance AI are built into Norm Ai's platform, including structured evidence, confidence modeling, and direct compliance integration

Our Speakers

Madison Marlow

Head of GTM Legal Engineering

Will Berg

Forward Deployed Legal Engineer

The concept of integrating AI into our operations is a major step forward in meeting complex compliance demands. This includes enhancing consistency, effectiveness and capacity. As compliance leaders, we can’t sit on the sidelines — we have to evolve alongside the businesses we support. As we look ahead, we would like to embed AI into our core processes to help us scale our oversight and delve deeper into complex issues while keeping humans in the loop and staying true to our mission of protecting policy owners and upholding trust.

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