Overview: A custom built cost analysis and proposal automation solution for financial advisory firms that converts complex Excel VBA models into client-ready proposal templates
Industry: Financial services/consulting
Pain Points: Time consuming and inconsistent proposal formatting, difficulty translating technical data into client-friendly presentations
Key Features: Automated cost calculations via embedded VBA logic, customizable proposal templates, dynamic input fields for scenario modeling, export-ready reports for client meetings
Value Delivered: Faster proposal creation, improved accuracy in cost estimates, more polished client experience
Target Users: Financial advisors, analysts, proposal managers
Results: 17% increase in client engagement through clearer financial breakdowns, reduction in proposal prep time