Proposal generation
Streamline how you create proposals and portfolio presentations
Save time building proposals and close business faster
Cheetah has streamlined the proposal generation process so that you can easily and efficiently build proposals and portfolio presentations that are attractive, personalized, and branded to your institution.
Your prospects and clients will assume you labored all day on their proposal. Let them think that.
Exceed expectations and get proposals into hands faster.
Make great impressions, easily
Stand out
from the competition
Your competition is growing, and it won’t be long before they start coming after your clients.
Differentiate your business and impress clients from the start with personalized proposals tailored for your clients’ and prospects’ investment goals.
Grow
your business faster
The quicker you can close deals, the quicker you can start helping your clients and growing your AUM.
Generate revenue faster with an automated and efficient proposal building process that speeds up prospecting.
- Customize proposals with your organization’s branding and unique messaging.
- Communicate your value with a polished, personalized proposal built specifically for your prospect or client.
- Gain a competitive edge with fast turnaround times that impress prospects and clients.
Make
proposal generation
fast and efficient
Every proposal is unique, but one thing is true about all of them – wealth managers need them fast.
Streamlining the proposal generation process saves time and jumpstarts the sales process so you can lock in deals quicker.
- Enjoy an intuitive, user-friendly proposal-generation experience.
- Generate portfolio presentations within minutes with predefined proposal templates.
- Consolidate all proposal elements (reports, brand pages, investment models) in one centralized location.
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