Crafting Proposals with Ease
Modernizing Proposal Generation: A top Canadian institution partnered with Fintex to streamline proposal creation and empower advisors with a smarter, more flexible platform that is driving firm-wide growth.
How do we elevate and expand the proposal experience?
A major Canadian financial institution needed a more efficient, consistent, and brand-aligned proposal generation process. Their existing system lacked flexibility, making it difficult for Wealth Managers and Advisors to create and deliver personalized, high-quality portfolio recommendations to clients.
“Leading clients through a series of AI Workshops we were able to expedite the ideation process infinitely.”
Ajantha Ganeshalingam, Fintex CEO
A Seamless, Data-Driven Proposal Experience
Fintex was brought in to define the product vision, strategy, and concept designs for a next-generation proposal platform. After three months, the product was greenlit for development, and we built a robust, user-friendly solution tailored to the institution’s needs.
Key Enhancements
- Effortless portfolio creation—from scratch or existing portfolios
- Dynamic content & marketing templates (Summaries, Client Info, Firm Info, IPS, etc.)
- Advanced investment analysis tools
- Asset allocation & location management for optimized portfolio construction
- Security screening & identification for risk-aware decisions
- Intuitive proposal summary & reporting
- Custom proposal report builder for tailored client presentations
- Automated benchmark comparisons & recommendations for data-driven insights
Higher Efficiency,
Greater Impact
The institution successfully launched its new Proposal platform with high user satisfaction and enthusiastic adoption by Investment Advisors. The enhanced tool has also become a key resource for onboarding new Advisors and driving new business growth.
Chris H
Technology Executive, Financial Services