Easily manage and create proposals together

Easily manage and create proposals together

Managing proposals can be a tedious, manual process for corporate banks. You need to be able to efficiently create proposals by automating processes and working together across teams.

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Details  

Manage the workflow and work together on proposals securely in Microsoft Teams. Create a channel and bring the right team members in to streamline the process. Share and edit documents in real time, so everyone has access to the latest updates. Use @mentions to ping leadership to get feedback.

Instead of starting from scratch, use Delve to find existing content to pull into new proposals. It surfaces relevant work you’ve created and work that’s been shared with you, based on what you’re currently creating.

Include interactive, visual data to your proposals with Power BI. Import your existing data from your core banking systems to Power BI and discover trends through the interactive dashboard. Add a tab for Power BI in Microsoft Teams, so your team can pull the latest data into their proposals.

Highlights

  • Communicate and work together on documents in real time.

  • Deliver personalized, professional proposals quickly.

  • Bring existing data from core banking systems to update proposals.

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