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Client Proposal Assistant

Overview Case Study Pricing


UI - Client Proposal Cut


Helps to generate client proposals (emails, documents) based on all available client information. Examples of tasks include: 

  1. Drafting initial proposal documents.

  2. Customizing proposal templates based on client data.

  3. Incorporating client-specific needs into proposals.

  4. Generating proposal summaries for internal review.

  5. Updating proposals with the latest client interaction details.

Case Study

Traditional Workflow:

When crafting a client proposal a banker today conducts a thorough analysis of the client's financial goals, risk tolerance, and investment preferences, then tailors a personalized wealth management strategy that aligns with these factors. The proposal typically includes investment recommendations, asset allocation strategies, performance projections, and fee structures, presented in a clear and compelling manner to demonstrate the value proposition and benefits of partnering with the bank.

Workflow with Unique FinanceGPT:

The Unique Client Proposal Assistant helps bankers by analyzing financial data and market trends to generate personalized investment recommendations and asset allocation strategies, ultimately aiding in crafting client proposals. It drafts professional and tailored proposal documents, incorporating client profile information and providing updates on market conditions and investment performance.


For relationship managers this means 1 day of time saved per week.


To find out more about pricing, reach out to us:

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