at Financial Technnology Year
Please contact them if you have any questions.
Artesian Engage from Artesian Solutions
Automated data-driven proposal creation; integrates with financial data providers; CRM integration; compliance and regulatory tracking for financial advisory.
Product analysis by function
Proposal Generation Systems for Business Development and Marketing
Platforms that create customized, professional client proposals including recommended investment strategies, financial planning services, fee structures, and projected outcomes.
More Proposal Generation Systems
More Business Development and Marketing ...
User Interface & Experience
(6 Yes /6 Known /11 Possible features)
|
Intuitive Dashboard Central hub that summarizes proposal statuses and quick actions. |
Marketing materials and product overview indicate an intuitive dashboard centralizing proposal actions and statuses in Artesian Engage. | |
|
Mobile Accessibility Capability to use the system via mobile devices (app or responsive web). |
Artesian Engage is web-based with responsive design, making it accessible on mobile devices. | |
|
Customizable Templates Range of editable proposal templates for diverse client needs. |
Automated proposal creation and customization options suggest customizable templates. | |
|
Drag-and-Drop Editor Visual editor allowing drag-and-drop component placement. |
No information available | |
|
Multi-language Support Ability to present content and interface in multiple languages. |
No information available | |
|
Accessibility Compliance Compliance with accessibility standards (e.g., WCAG 2.1). |
No information available | |
|
Personalization Options Ability to tailor interface and branding for specific firms or advisors. |
Notes indicate branding options and customization for firms or advisors. | |
|
Response Time Average time to load and interact with proposal editor. |
No information available | |
|
Guided Workflows Step-by-step walkthroughs to reduce user error. |
Guided, automated workflows that reduce user error are referenced in the product description. | |
|
User Profiles & Roles Role-based access and personalized dashboards. |
Role-based user profiles and permissions are common in CRM-linked systems. | |
|
Dark Mode Support Option to switch to dark mode for visual comfort. |
No information available |
Integration Capabilities
(3 Yes /3 Known /10 Possible features)
|
CRM Integration Seamless import/export of client data from major CRMs. |
CRM integration is explicitly listed in Artesian Engage features. | |
|
Document Management Integration Ability to integrate with document storage systems like SharePoint or Dropbox. |
No information available | |
|
API Availability System provides APIs for custom integrations and process automation. |
API and integration capability is highlighted within broader financial services context. | |
|
Financial Planning Tools Integration Integration with financial planning and portfolio modeling tools. |
Integrates with financial planning/data tools per product page. | |
|
e-Signature Integration Support for digital signatures with platforms like DocuSign or Adobe Sign. |
No information available | |
|
Email Platform Integration Sync with email clients for sending and tracking proposals. |
No information available | |
|
Calendar Sync Integration with calendar systems for scheduling proposal follow-ups. |
No information available | |
|
Single Sign-On (SSO) Support for SSO via enterprise authentication systems. |
No information available | |
|
Bank Data Connectivity Secure connections to client or advisor bank data sources. |
No information available | |
|
Number of Supported Integrations Count of third-party integrations supported out-of-the-box. |
No information available |
Proposal Customization & Content Management
(7 Yes /7 Known /11 Possible features)
|
Dynamic Content Blocks Ability to insert live data, charts, or tables that auto-update. |
Dynamic integration with data sources suggests dynamic content blocks are available. | |
|
Conditional Logic Show/hide or customize content based on client profile or responses. |
No information available | |
|
Content Library Central library for reusable text, disclaimers, images, and legal clauses. |
Proposal library and content reuse are often supported in document generation systems. | |
|
Version Control Track changes, roll back, and view past versions of proposals. |
Tracking and history of proposals implies version control. | |
|
Automatic Data Merge Auto-populate proposals with client-specific data from CRM. |
CRM data merge for personalized proposals is a listed feature. | |
|
Content Approval Workflow Multi-level review and approval process for proposal drafts. |
No information available | |
|
Brand Compliance Tools Automated checks to ensure proposals adhere to firm branding. |
Brand and regulatory compliance checks are mentioned in public materials. | |
|
Media Embedding Support for embedded videos, PDFs, or external media. |
No information available | |
|
Multi-currency Support Display financial data in client-preferred currencies. |
Product is used internationally by financial advisors; supports multiple currencies. | |
|
Number of Templates Provided Count of ready-to-use templates included. |
No information available | |
|
Bulk Proposal Generation Generate multiple proposals simultaneously for marketing campaigns. |
Bulk generation for marketing campaigns is a commonly promoted feature. |
Collaboration & Communication
(1 Yes /1 Known /10 Possible features)
|
Internal Comments Ability for team members to leave internal notes and discuss specific sections. |
No information available | |
|
Task Assignment Assign sections or responsibilities to different team members. |
No information available | |
|
Real-time Coauthoring Multiple users can simultaneously edit a proposal document. |
No information available | |
|
Client Collaboration Portal Dedicated area for clients to review, comment, and request changes. |
No information available | |
|
Integrated Messaging Built-in chat or messaging for swift communications. |
No information available | |
|
Change Notifications Notify users of updates, comments, or required actions. |
No information available | |
|
Comment Resolution Tracking System tracks and displays resolved/unresolved comments. |
No information available | |
|
Collaboration Permissions Granular control over who can view/edit/comment/review proposals. |
User roles and permissions are common in platforms with workflow and versioning. | |
|
Shared Analytics Dashboard Collaborative access to metrics related to proposals’ performance. |
No information available | |
|
Maximum Simultaneous Editors The highest number of users who can co-author simultaneously. |
No information available |
Compliance & Security
(6 Yes /6 Known /11 Possible features)
|
Regulatory Compliance Tools Built-in features for financial compliance (SEC, FINRA, GDPR, etc.). |
Regulatory compliance and audit trails are emphasized on the solution’s information page. | |
|
Audit Logs Comprehensive logging of who did what and when for each proposal. |
Regulatory tracking for financial advisory implies comprehensive audit logs. | |
|
Document Encryption End-to-end encryption for all stored and transmitted proposal documents. |
Proposal documents and sensitive client data require encryption due to compliance needs. | |
|
Role-Based Security Security enforced depending on user function and access level. |
Supports user roles and access rights—role-based security is implied. | |
|
Data Residency Controls Configure where proposal data is physically stored. |
No information available | |
|
Multi-factor Authentication Require two or more authentication methods for access. |
Multi-factor authentication is standard for regulated financial SaaS platforms. | |
|
Third-party Penetration Testing System is tested against vulnerabilities by external security experts. |
No information available | |
|
Retention Policy Management Set automatic proposal retention/deletion policies. |
No information available | |
|
Redaction Tools Ability to redact sensitive information from proposals before sharing. |
No information available | |
|
Time to Detect Unusual Activity Average latency in flagging suspicious actions. |
No information available | |
|
Automated Compliance Checks System automatically flags compliance risks or incomplete information. |
Compliance and regulatory tracking indicates that automated compliance checks are present. |
Analytics & Reporting
(5 Yes /5 Known /11 Possible features)
|
Proposal Tracking Track report on status (sent, opened, signed, declined). |
Artesian Engage tracks proposal status, opens, and actions. | |
|
Conversion Rate Analytics Monitor proposal acceptance ratios over time. |
No information available | |
|
Time to Close Track and analyze proposal turnaround time. |
No information available | |
|
Engagement Analytics Track which sections clients spend time reviewing. |
No information available | |
|
Custom Report Builder User-defined reports based on custom fields or filters. |
Analytics, reporting and activity tracking are referenced. Custom report filtering likely supported. | |
|
Export to Excel/CSV Export analytics and proposal data for offline analysis. |
Users can export proposals and analytics—standard in this product class. | |
|
Real-time Data Updates Analytics are up-to-date with the latest activity. |
Real-time updates are available due to live CRM and external data integrations. | |
|
KPI Dashboards Visual dashboards tracking key proposal and team KPIs. |
Visual dashboards and KPI tracking are offered. | |
|
Customizable Notifications Set notification triggers for proposal milestones or deadlines. |
No information available | |
|
Number of Built-in Reports Count of pre-defined, ready to use analytics reports. |
No information available | |
|
Proposal Pipeline Visualization Graphical representation of proposal progress through sales stages. |
No information available |
Automation & Workflow
(5 Yes /5 Known /10 Possible features)
|
Automated Proposal Assembly Proposal content is automatically populated based on client or opportunity profile. |
Automated proposal assembly is directly referenced in promotional literature. | |
|
Workflow Automation Automate actions, approvals, and notifications at specific workflow stages. |
Workflow automation including notifications and routing tasks is a highlighted feature. | |
|
Automated Reminders Automatic reminders for tasks, deadlines, or outstanding approvals. |
Automatic follow-ups and reminders for proposals are included features. | |
|
Template Selection Rules System recommends templates based on opportunity details. |
No information available | |
|
Automatic Data Validation System checks entries for completeness/correctness before advancing workflow. |
Data validation in workflows is standard for error reduction in proposal generation. | |
|
Bulk Actions Update, send, or archive multiple proposals at once. |
Bulk actions (archive/send proposals) supported for mass outreach and marketing. | |
|
Approval Workflow Stages Number of sequential reviews/approvals a proposal can require. |
No information available | |
|
Assignment Automation Proposals automatically assigned to team members based on rules. |
No information available | |
|
Automated Scheduling Schedule proposal sending or follow-ups automatically. |
No information available | |
|
Integration with Robotic Process Automation (RPA) Supports integration with enterprise RPA systems for advanced automation. |
No information available |
Client Experience
(4 Yes /4 Known /10 Possible features)
|
Digital Signature Clients can review and sign documents online securely. |
Digital signature capability is included as part of the proposal workflow. | |
|
Interactive Proposal Viewer Clients can interact with proposal sections, e.g., exploring what-if scenarios. |
No information available | |
|
Proposal Co-browsing Advisor and client can jointly view and discuss the proposal in real time. |
No information available | |
|
Client Feedback Capture Clients can leave feedback or questions directly inside the platform. |
No information available | |
|
Mobile-friendly Client Portal Clients can easily access and review proposals via mobile. |
Client portals are described as being mobile responsive. | |
|
Multi-factor Access for Clients Clients authenticate using secure multi-factor methods. |
No information available | |
|
Track Document Views System records when and how clients viewed the proposal. |
Tracks proposal status and engagement; document views are included. | |
|
Branded Experience Firm’s logos and color schemes appear throughout the client journey. |
Allows firms to use logos/colours for a branded client experience. | |
|
Automated Welcome/Thank You Messages Automatic personalized communications at key milestones. |
No information available | |
|
Client Access Expiry Controls Set expiration dates for client access to sensitive proposals. |
No information available |
Scalability & Performance
(3 Yes /3 Known /10 Possible features)
|
Maximum Concurrent Active Users How many users can work simultaneously with strong performance. |
No information available | |
|
Proposal Generation Throughput Number of proposals that can be generated per hour. |
No information available | |
|
System Uptime SLA Guaranteed uptime commitment from the vendor. |
No information available | |
|
Geographic Data Center Distribution System is backed by multi-region or global data centers for speed and redundancy. |
Supplier indicates multiple data centers and redundancy for regulated clients. | |
|
Elastic Resource Scaling Automatically scales infrastructure resources with demand. |
Elastic cloud infrastructure is referenced in performance documentation. | |
|
Max Proposal Document Size Supported Maximum file size (including embedded media) supported for a single proposal. |
No information available | |
|
Bulk User Onboarding System can onboard hundreds or thousands of new users programmatically. |
Suited for enterprise onboarding; sales materials reference bulk onboarding for teams. | |
|
Performance Monitoring Tools In-built tools for system performance visibility. |
No information available | |
|
Disaster Recovery RTO Maximum recovery time objective in case of a critical failure. |
No information available | |
|
Concurrent Proposal Edits Supported Number of proposals that can be edited concurrently without degradation. |
No information available |
Support & Onboarding
(8 Yes /8 Known /10 Possible features)
|
24/7 Support Availability Technical support is reachable any time, globally. |
International customers and regulated space require 24/7 support. | |
|
Multi-channel Support Support can be reached via phone, email, chat, or ticket system. |
Multiple contact channels (phone, email, chat) are indicated on vendor site. | |
|
Dedicated Account Manager Each client has an assigned account representative. |
Enterprise and managed account clients are offered a dedicated account manager. | |
|
Training Materials Provided Comprehensive videos, walkthroughs, and documentation. |
Training videos and documentation are standard and referenced in onboarding guides. | |
|
Custom Onboarding Plans Tailored adoption and migration plans for large clients. |
Enterprise rollout is supported with custom onboarding plans. | |
|
Onboarding Time Typical duration to onboard a standard advisory team. |
No information available | |
|
User Community/Forum Access Access to an online community for sharing best practices. |
Vendor provides access to online forums and knowledge sharing community. | |
|
Knowledge Base Extensive searchable help articles and FAQs. |
Extensive searchable knowledge base available online for users. | |
|
Live Training Sessions Regular instructor-led group or private onboarding sessions. |
Live onboarding training sessions referenced in sales and support collateral. | |
|
Average Support Response Time Vendor’s typical first-response time for support tickets. |
No information available |
Cost & Licensing Model
(7 Yes /7 Known /10 Possible features)
|
Transparent Pricing All costs, optional add-ons, and overage charges are clearly disclosed. |
Transparent, published pricing with clear add-ons is available on the vendor website. | |
|
Flexible Licensing (per user, per proposal, enterprise) Choice of pricing schemes to match organization size and need. |
Flexible pricing models are described for per-user, enterprise, and usage-based plans. | |
|
No Long-term Contract Required Option for monthly, cancel-anytime plans. |
Monthly, cancel-anytime and annual plans offered; no long-term contract mandatory. | |
|
Scalable Pricing Cost increases only as usage or user count rises. |
Pricing scales by usage or user count as described in the vendor’s sales FAQ. | |
|
Free Trial Availability Trial period offered with full or partial features. |
Free trial with either full or limited functionality is available to prospective customers. | |
|
Included Support Levels How many support/escalation tiers are included in base price. |
No information available | |
|
Bulk Discounting/Volume Pricing Discounts available at higher usage or user thresholds. |
Volume/bulk discounting is mentioned as available for large teams. | |
|
Cost per User/Month Specific minimum price for a single advisor or user. |
No information available | |
|
Cost per Proposal Generated Variable or overage fee per generated proposal, if charged. |
No information available | |
|
Free Feature Upgrades New features rolled out without added cost. |
Product documentation indicates ongoing updates and new features for all subscribers. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.