Most people write proposals in a panic. They rush through templates, recycling old content and hoping something sticks. No wonder conversion rates stay low. When you're up against a busy schedule and ...

I'm in the thick of it every day: writing, reviewing or advising on proposals. Just recently, a proposal of ours swung open the doors to a leading Nigerian bank partnership. It’s these real-life ...

Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...