Proposal example financial services

Quality, price, advice, experience, knowledge and good service are important distinguishing factors for companies in financial services. But how do you make this come back in your proposals? This general proposal template is a starting point for your perfectly convincing digital proposal. Entrepreneurs can use this proposal template to quickly and vigorously present their services. Use the basics and tailor it to the specific needs of the customer. Smart notifications give you the best chance of winning, and the ability for customers to digitally sign works thresholds.

All proposal examples can be found in the quotation software and can be fully adapted to your company, brand and projects. But there is much more that makes the quotation process improved and more fun. Sign up without obligation to access this general example and start making digital proposals that make an impression today. The smart software helps to achieve more with less time.

The example proposal financial services template is 100% customizable and available within Offorte
View the online proposal example:Smart proposal

Why financial services businesses use Offorte instead of Microsoft Word

Many financial services still use Microsoft Word or some other word processor to create their business proposals. A previously created template is modified manually and then sent as a PDF. Sounds easy, but in practice this takes a lot of time, the chance of errors is high and you no longer have insight into your proposal after sending.

With the use of Offorte it has become a lot easier and better for entrepreneurs. You still use templates as a basis, but now you have a full content library in which you can search and reuse texts. The chance of errors is minimal due to smart automation. And after sending you can still adjust your proposal and you will get insight when your customer views the proposal. The modern interactive presentation options make an impression and the option to digitally sign makes it very easy for a customer to agree.

The following blog will elaborate on how to make perfect business proposals with the right tool: Read more why Microsoft Word is not the best way to create proposals

If you're in the financial services industry and offer financial planning, our free sample proposal template offers an example of how to pitch your services. The scope of the proposal includes sections so that prospects can easily see what you’re offering. All of our templates are completely customizable to suit your company, your brand, and your projects. Sign-up for free to get access to the financial planning proposal template and start creating winning proposals today!

Advantages of Offorte:

Beautiful convincing proposals with distinctive character

Automate your quotation process & save time when making proposals

Invest some time now and save much more time afterwards. Start sending proposals with a higher chance of success

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"Our field service likes to work with Offorte a lot. They help us to offer a professional image to our prospects. Offorte is easy to use and looks slick on any device."

Bob America
Commercial Director, Staffable Payroll

Read more customer reviews

Proposal information

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

Software

Discover all the powerful proposal software functionalities with which you can create, manage and win your proposals.
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Latest from the blog

Make a Proposal? Know your customers' UBRs!
In the past, when writing a proposal, you could do with sales arguments that made the distinction between your company and the competition clear. But nowadays, not your company, but the customer is central. Reason enough to take a good look at your customer or prospect's sales motives and include them in your proposals.
Start Gamification for more sales
More and more companies are applying gamification in their sales process. Gamification gives your sales a decent boost! What am I saying? I've come across cases where there was more than a doubling. That alone is reason enough to devote a blog to it. So, are you ready to play?
Top 5 proposal blunders
This time a blog about proposal blunders. Not to point the finger or to laugh at the creators, certainly not. Besides, I also have a few in my name, number 3 for example, been there, done that. No, this blog is mainly meant to prevent you from commuting these flaters and just get lots of orders!

View one of the other proposal examples

All-purpose
A business proposal example that can be used as a starting point for different target groups and companies. In addition to an open and modern design, the content is of course also very important.
Accountancy
You make a proposal by clearly summarising the benefits for the customer. Just as an accountant can give direction to the entrepreneur, the proposal gives direction to the collaboration.
Book keeping
Perfect accounting includes correct, complete figures. A proposal must be like the accountant's balance sheet: complete, error-free and customer-oriented.
Coaching
Coaching is personal and completely customised, adapted to the wishes and needs of the customer. A personal offer to start the collaboration is a must.
Engineering
With Offorte it is possible to fully implement a corporate identity in the proposal view, whether it is a colorful style or very dark, with the proposal templates you are flexible to adapt it to your business.
Handymen Services
Busy days and complex schedules are part of a handymen company. Save some time by making your proposals with a proposal tool. You also immediately distinguish yourself from the competition and show your customer friendliness.
Marketing
The playing field of marketing today is largely online. With an online proposal program you make the customer journey suitable and surprise your customers.
Travel Agency
Travel agencies sell atmosphere and life experiences. The right interactive proposal stimulates the imagination and gives customers a preview of the journey to come.
Startup
View the sample proposal from a software as a service company that developed an app for the travel industry.
Training
For a training agency, providing customisation is one of the most important aspects. The client must recognise himself in the proposal content.
Webdesign
proposals from web design companies count many pages where parts are always standard and a part is specifically tailored for the prospect. The Offorte content library makes it a lot easier to write a good offer.
Business Services
Quality, price, advice, experience, knowledge and good service are important distinguishing factors for companies. You must make this clear when making a business proposal.

Why smart software is important for businesses in the financial services sector

When it comes to creating a proposal for Financial Services, it’s all about making the prospect feel comfortable. This means keeping things simple and using a design that is easy to read. You want to present yourself as an authority in your field and build trust with your audience. Quoting and proposal software is a great way to do this because you can easily customize templates and create a proposal that perfectly matches your brand. The software also allows you to work faster, saving you time and money in the long run.

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.

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