Financial services business proposals writing

This page contains in-depth information on everything about making business proposals for financial services companies. Here you will find useful information and articles designed to make you even more skilled at writing proposals and winning the contract. We help you to make even better offers in a smart way and win more contracts.

A financial services company provides a wide range of services such as investment planning, tax preparation, and insurance advice. They may also offer other services such as estate planning and retirement planning. Financial services companies rely on proposals and quotations to sell their services to potential clients. Proposals and quotations help to establish the company's credibility, build relationships with clients, and win new business.

With the information & links below you can get the most out of your financial services proposals and make business proposals like a pro.

Financial services companies have unique sales challenges. They are selling products that are often intangible, such as investment advice or insurance products. They also have to deal with regulations that can restrict how they market and sell their products. And finally, they are selling to a customer base that is often skeptical of salespeople and their motives. To be successful in selling financial services, you need to be able to overcome these challenges. You need to be able to explain your products in a way that is easy for the customer to understand. You need to be able to build trust with the customer and show them that you have their best interests at heart. And you need to be able to show the customer that you are knowledgeable about the products you are selling and the industry in general.

What is a financial services proposal

Business proposals are proposals with an offer for the provision of financial services products or services. business proposals are made for companies, government agencies as well as for individuals (consumers).

The advantages of a business proposal

There are financial services organizations that doubt the value of releasing business proposals. However, in many cases, proposals play an important role in the sales process. A business proposal is a powerful sales tool. Many sales or transactions are based on business proposals. It may not always be experienced that way, but creating a financial services business proposal has many advantages.

Sales process

The sales process is an important part of the business of a financial services company. It is a carefully curated framework of activities designed to drive sales and achieve goals. These activities begin with research, followed by initial contact. The process ends with the completion of the transaction and after-sales service.


We communicate with customers and prospects on a daily basis. In the sales process, there is often deliberate communication. The sales process is the full path a prospect takes to complete a task or order. Communication plays an important role at every stage of the process. From proposal requests and customer interviews to after-sales communication.

How to create financial services proposals

Legal aspects

The law does not have offers and offer agreements, but “bids” and “acceptance”. Legally, there is only an offer if this offer contains core conditions. Core clauses are the basic elements on which an agreement is based. This includes information about how and within what period the (potential) customer, offeror provider company details, business proposal, price, supply agreement or business proposal has been signed.

Creating and writing a business proposal

Despite the many advantages mentioned, writing a financial services proposal is sometimes underestimated. A good business proposal is more than just a proposal text. The offer must also comply with legal requirements and it is advisable to maintain a certain structure.

Business proposal design

Appearance also works in business proposals. In fact, the appreciation and positive impact of beautifully designed offers has increased enormously in recent years, partly driven by a focus on customer experience. With the advent of a proposal application, a new era of business proposal design has arrived. In a short period of time, the offer connects with the corporate identity, including colors and fonts. Layouts and layouts attract and attract the attention of prospects and customers.

Sending and presenting

When a business proposal is ready, it can be presented to (potential) customers in various ways. For example, by email or simply by post. Proposals can also be presented online and offline. However, more and more companies are opting for online proposals and some organizations even offer business proposals via whatsapp.

Winning and sometimes losing

If the bid is approved, that is a reason for congratulations, but certainly not a reason to think that the biggest job is done. On the contrary After all, an offer is the beginning of a hopeful sustainable cooperation. So more is needed than execution and invoicing. No matter how long and intense the proposal process is, winning a business proposal is still the beginning of the sales process. For example, in the first phase after approval of the business proposal, the customer mainly needs confirmation. Make sure they made the right choice. That is why communication plays a crucial role in this phase.

Business proposal examples and templates

Not everyone who makes regular proposals has all the skills to create a good business proposal quickly and quickly. In some cases, proposal templates or templates provide the solution. This also applies to sample letters. Lack of time and inspiration is often the reason to get started with a a proposal application. A business proposal is created once as a template and used as a starting point later. Different templates can also be used and modified when sacrificing in Word.


This is really the era of automation and digitization. This is how growth is inspired and achieved. Customers and prospects expect suppliers to accept this. This also applies to business proposals. In the past, customers and prospects were satisfied with a business proposal or a mail offer. That time seems to be over. Customers choose speed, they choose business proposals which all shows that they are understood and easy to share when working remotely. People want to be able to make their own interactive choices and of course sign digitally.

Financial services proposal example

This financial services proposal example is aimed at bank, insurance and stockbroker companies, but of course anyone can adjust this template to their own taste in the proposal program. It provides a nice basis that you can adapt to your own taste so that your services and products perfectly match the customer's wishes. Be sure to include case studies, reports and customer experiences so that the prospect becomes convinced that they should choose your services. Show the customer how your strategies, leads and optimization can grow the customer's business. Are you still missing a part? No problem, you are free to fully customize this example and then save it as your own proposal template.

Discover the financial services example business proposals and use the template as a starting point to take your proposals to the next level. The examples show the versatility of a proposal application and are available in Offorte.

View an example financial services business proposal

Financial services example business proposal made with a proposal application

Proposal software for financial services

As a Financial Services advisor, the ability to create high-quality proposals is essential for your business. With built-in eSignatures, real-time collaboration, automated proposal audits and more, our proposal software allows you to create proposals in half the time of a manual process – without sacrificing quality.

A financial services business proposal is made quickly with a proposal application. This allows sales departments to draw up their proposals in a standardized manner based on best practices and adjust them where necessary. Smart automation features save time, gain more insights and the financial services customer will choose faster for your company.

Discover what proposal software can do for your financial services company.


Leverage AI for financial services success: win proposals.

By seamlessly integrating with your existing workflow, our solution enables you to craft convincing proposals quickly and cost-effectively, freeing up time for more important tasks. Leverage our AI-driven proposal tool to produce customized, high-quality proposals that showcase your expertise in financial services.

AI Proposal software for financial services

About financial services

The financial services industry is also known as the finance industry, the money industry or simply finance. It is a collective term for the provision of financial services by non-depository financial institutions and is an important part of the economy of most countries. It includes the activity of banks, insurance companies, credit unions, investment funds, stock exchanges, investment banks, and so on. Financial services are provided to individuals and corporations. Financial institutions provide credit to consumers and businesses alike through lending activities, for example. They also buy and sell securities. Financial institutions provide investors with asset management services and products like savings accounts, stocks and bonds, mutual funds, pension funds or other investment plans. This way investors can protect their income against inflation and reduce volatility in their portfolio. Financial services include all financial activities where the parties involved are charged a fee for their involvement. This fee could be a percentage of the value of goods sold or exchanged, or a fixed amount for each action (e.g., a ticket surcharge at a transport company). In general, financial services are subject to government regulation. The financial services industry is often viewed as one of the pillars of the global economy in the present day economy that is why it's so heavily regulated. Most providers are required to hold a minimum amount of liquid assets in reserve to avoid bank runs and other problems associated with insufficient liquidity that can cause a huge disruption in the economy. The world's financial markets can be linked together via electronic information exchange known as the Global Financial Market.


Discover all the functionalities with which you can easily create proposals in your corporate identity and win deals.
Discover the proposal software features

Proposal information

All information regarding the subject of proposals can be found in the "Create proposal" section.
Read all about making proposals


Discover all the functionalities with which you can easily create proposals in your corporate identity and win deals.
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