Automated Proposal Generation and Digital Client Engagement Platform for Financial Services

The firm faces lengthy proposal preparation times, inconsistent data formats from multiple carriers, siloed information systems, and limited real-time access for clients and stakeholders. This hampers scalability, personalization, and competitiveness in a fast-evolving digital landscape.

A boutique wealth management and insurance firm seeking to modernize client proposals, data processing, and stakeholder engagement through automation and digital tools.

• Reduce proposal preparation time by over 40%, enabling faster client onboarding and response times.
• Achieve a 38% increase in new client acquisitions per advisor by streamlining data processes and improving engagement.
• Enhance client and stakeholder satisfaction scores by 50% through real-time access to portfolios and self-service tools.
• Increase market share by approximately 22% by adopting digital-first client interaction platforms.

• AI-powered proposal generator that inputs key client or policy goals, normalizes multi-format carrier data, and delivers tailored recommendations with iterative feedback capabilities.
• Data processing modules capable of converting varied input formats (spreadsheets, PDFs, XML) into a unified, searchable database structure with rapid retrieval features.
• A secure, mobile-first digital wallet allowing clients to access portfolio data, policy summaries, notifications, and digital documents in real time with role-based access controls.
• An AI-based search utility integrated with existing document management systems for instant retrieval, cross-referencing, and reuse of historical proposals and files.

• CRM systems such as current and future structured platforms (e.g., SugarCRM, MS Dynamics)
• Document management systems such as Egnyte or similar storage solutions
• Carrier data sources and APIs for streamlined data ingestion
• Notification and messaging services within the client portal
• Authentication protocols supporting role-based access

• Scalability to support growing user base and data volume
• High performance with proposal generation and document retrieval times under 2 seconds
• Robust security measures including role-based access control, data encryption, and compliance with privacy standards
• System availability aiming for 99.9% uptime
• Responsiveness across web and mobile platforms

The project is expected to significantly reduce proposal turnaround times by over 40%, increase new client acquisitions by approximately 38%, elevate client satisfaction scores by 50%, and grow market share by 22%. Such enhancements will position the firm as a digital leader in wealth and insurance services, enabling scalable growth while maintaining personalized client experiences.