AI is reshaping how capture is done, especially in sectors like financial services where speed and insight are critical.
Using AI to strengthen early-stage opportunity development
The challenge
Capture relies on deep insight into clients, competitors, and market trends. But gathering and analysing this intelligence can be time-consuming – especially in fast-paced sectors like financial services. The challenge is finding ways to accelerate research without compromising quality.
Overcoming the challenge
During a recent APMP Capture Practitioner course with a financial services organisation, one of the most discussed topics was the role of AI in capture. The bid team were exploring how to "move left" in the opportunity lifecycle –supporting earlier-stage opportunities for major retentions and new business. But they recognised that effective capture depends on timely, accurate intelligence.
That's where AI comes in.
That's where AI comes in.
AI tools can help teams:
Accelerate research: Quickly gather and summarise client, competitor, and market data
Spot patterns: Identify trends and behaviours that inform win strategies
Enhance collaboration: Share insights across teams in real time
Support decision-making: Use predictive analytics to assess opportunity viability
But AI is only part of the solution. Embedding capture still requires a robust process, clear roles, and cross-functional buy-in. The organisation is also using our Capture Benchmarker tool to assess their capability and build a case for change – one that included both process design and technology integration.
The key takeaway? AI can supercharge capture, but only when it's built on a strong foundation of strategy, skills, and structure.
The key takeaway? AI can supercharge capture, but only when it's built on a strong foundation of strategy, skills, and structure.
How we can help
We support organisations to embed capture through:
Capture scenario training and APMP certification
Capture benchmarking and capability assessment, starting with our new free-to-use capture benchmarker
Process design and transformation support
Strategic use of AI in opportunity development
AI is changing the game in capture. To find out how we can help you build smarter, faster opportunity strategies, contact our experts on 0800 0096800 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it.
