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Wealth Management
Investment Proposal Generation
Complexity
Medium
Timeline
6-8 weeks
Outcomes
4+
Challenge
Creating customized investment proposals manually using disparate tools and templates, resulting in inconsistent formatting, compliance risks, and slow turnaround times.
Solution
Automate proposal generation using Salesforce document generation tools with pre-approved templates, dynamic data population from FSC, and automated compliance review workflows.
Key Outcomes
- 85% reduction in proposal creation time
- Consistent, compliant proposal formatting
- Automated data population from client records
- Tracked proposal delivery and client engagement
Tags
proposal-automationdocument-generationwealth-managementcompliancesales-enablement
Implementation Timeline
6-8 weeks
Medium Complexity