Apttus Quote-to-Cash for Financial Services

Deliver Performance from Proposal to Renewal

Digitalization is a Necessity

Driven by dramatic shifts in customer expectations, competition from tech savvy new market entrants, and increasingly stringent regulatory requirements, the financial services industry is reforming at an exponential rate. Additionally, the popularity of robo-advisors and other lower cost self-service options are fueling customer demand for greater flexibility and fee transparency. The financial institutions that pull ahead of the pack are harnessing the disruptive power of digital Quote-to-Cash technology and phasing out functionally limited, on premise tools in favor of modern software-as-a-service alternatives.

The Apttus Solution

With Apttus Quote-to-Cash for Financial Services, lenders, insurers, banks, providers of retirement plans, and wealth and asset managers, gain competitive edge with an end-to-end digital solution that optimizes channel partnerships and sales and legal processes, while driving growth with machine learning insights. Built on the Apttus Intelligent Cloud, the Apttus solution connects every element of the inquire-to-advice and proposal-to-renewal process, to deliver radical efficiency gains across the entire customer lifecycle, while dramatically improving speed and customer responsiveness.


  • Seamlessly qualify, provision, enable and renew advisors, brokers and other channel partners
  • Provide accurate, accessible pricing
  • Quickly create white labeled proposals using rules and constraint-based guided proposal generation wizard
  • Provide discounting guardrails and automated pricing approval workflows


  • Quickly create and compare alternative proposals or investment strategies
  • Configure complex financial products including retirement services funds, mutual funds, unified managed accounts, loans or insurance policies
  • Set-up, administer and calculate internal and 3rd party fees such as 12 1-B reporting, loan amortization schedules, investment management, and set-up and transfer fees
  • Leverage proven Excel macros and tools to support budgeting, forecasting, pricing, credit, or underwriting processes
  • Utilize exception-based routing for review by pricing and underwriting desks

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  • Manage partner and customers lead-to-contract
  • Automate renewals and manage plan, policy fee, pricing, and regulation changes
  • Utilize partner portals for submission to bind
  • Manage contractual obligations with multiple parties, including investors and custodians, and utilize sophisticated, compliance-enhancing approval engine
  • Integrate proposal and contract terms to drive revenue recognition and invoicing schedules

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  • Utilize real time pattern recognition of customer preferences, and product and asset performance, to uncover and create new opportunities
  • Gain machine learning data-driven insight on customer, sales, broker and advisor activity for use in revenue forecasting
  • • Enable sales and sales operations to forecast confidently across all books of business with a collaborative, on-demand view of performance goals and revenue attainment

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  • Enable straight through processing from proposal-to-renewal
  • Leverage upsell and cross-sell recommendations across the business and product lines
  • Launch analytics-driven promotions and sales campaigns
  • Maximize potential with new outcomes-based fee or billing models

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Solutions Designed for Digital Business

Solutions for the Entire Organization

Marketing and Sales

Dramatically Improve Speed and Responsiveness

  • Generate world class proposals in minutes with end-to-end management of financial products, services and fees
  • Automate creation of multiple configurations of proposals or alternative investment strategies without re-entry of data
  • Rapidly add, change or remove new products or bundles without writing a single line of code
  • Allow historical best pricing data to drive discount strategies and provide guidance with rules-based discounting guardrails

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Operations and IT

Maximize Collaboration and Insight

  • Introduce new financial products and promotions, and support guided selling, with clicks, not code
  • Maximize and continue using existing spreadsheets for fee management, loan origination data, premium calculations, or revenue forecasting with powerful Excel-based apps that sync to accounts/opportunities, proposals, contracts or core systems
  • Gain a 360-degree view of customer, sales, product & revenue performance across channels and product lines

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Gain Speed – Reduce Risk

  • Generate searchable and compliant proposals and contractual documents
  • Centralize legal playbooks
  • Utilize complete audit trails with full amendment and revision history
  • Gain a centralized, secure cloud repository for easy document retrieval

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Apttus Customer Success

Additional Resources

3 Reasons Why Financial Institutions Must Transform

Find out how The Standard radically shortened their quoting time from three days, to minutes

One Company’s Journey Towards Digitalization: The Practical Advantages of End-to-End Automation