Proposal & Advisory Service Automation Automated notification of new advisory opportunities to consultants
Proposal & Advisory Service Automation Automated presentation slide generation from updated financial data
Proposal & Advisory Service Automation Automated proposal generation based on client responses and data
Proposal & Advisory Service Automation Automated reminders for contract renewals and service review meetings
Proposal & Advisory Service Automation Automated scheduling and distribution of economic outlook briefings
Proposal & Advisory Service Automation Automated aggregation of market and economic news for advisors
Proposal & Advisory Service Automation