Proposal Writing for Financial Services
Our proposal management professionals help companies in the financial sector win lucrative projects and secure new clients by crafting well-written, visually compelling bids and tenders.
We Speak Your Language
Crafting a persuasive win strategy is crucial in developing a financial services proposal. Each response should directly address the client’s concerns and highlight your firm’s extensive experience, strengths, and capabilities in resolving their most complex financial issues. It is essential to present your processes and methodologies clearly and concisely, supported by appropriate graphics to enhance the reader’s understanding.
Our Unrivaled Perspective is Your Competitive Advantage
For the past 4 years, Proposal Lab has worked on 10 proposals for 4 companies offering financial services across North America. We help our clients apply best practices in pursuit of the perfect proposal. Our deep industry understanding ensures we create compliant, compelling, attention-grabbing and engaging financial services proposals.
The Hallmarks of a Winning Financial Proposal
A winning financial services tender requires more than a thorough understanding of the proposed scope of work and responding to every requirement diligently – a lot more. Consider implementing the following three recommendations to ensure your future financial services proposals finds their way to the top of the evaluator’s ranking.
Highlight Technology Capability
Technology has impacted nearly every sector of the economy. Maybe none more so than financial services. Find ways to demonstrate how your firm leverages technology at every opportunity - to improve productivity, reduce risk and improve scalability. And don’t forget to illustrate how you are harnessing technology to protect data and maintain confidentiality.
Industry-Specific Expertise
Nearly every organization in every sector of the economy needs financial services. And, believe it or not, most firms believe their requirements are unique to those in other industries. To succeed, you must demonstrate that you have a comprehensive understanding of the industry-specific challenges and opportunities confounding your potential customer.
Demonstrate Regulatory Compliance
Financial services is one of the most regulated industries. Demonstrating that you understand, comply with, and possibly exceed regulatory requirements is foundational to a winning proposal. Don’t leave anything to chance. This is one area of your submission where the adage “more is less” definitely does not apply.
Proposal Lab Services Help you Grow Your Business
Proposal Writing
Win your next submission with our award-winning proposal writing service.
Proposal Templates
Reach proposal success with a library of professionally written content and design templates.
Proposal Evaluations
Discover where your bids are good, bad and even ugly. And how to build a better proposal.
Proposal Automation
Secure more projects and invest less time and money with our powerful proposal automation platform
Reach proposal success with a library of professionally written content and design templates.
Discover where your bids are good, bad and even ugly. And how to build a better proposal.
Secure more projects and invest less time and money with our powerful proposal automation platform
Technology and Proposal Automation at the Proposal Lab
Implementing an efficient and effective way to respond to technology services RFQs and RFPs – one that utilizes proposal professionals and leverages robust processes and time-saving technologies – can help your firm capture new opportunities to grow your business.
Our team at the Proposal Lab uses RFPIO, an innovative proposal automation platform that improves collaboration, clarifies responsibilities, increases accountability, and eliminates many repetitive, labour-intensive tasks that do little to enhance the likelihood of bid success.
We Get Results
10+ Financial Proposals
4+ Financial Clients Served
