Cash Management ROI Analyzer + Proposal Builder
ROI Analyzer
Proposal Builder
Prospect information
Business name
Industry
Construction / contracting
Property management
Healthcare / dental
Manufacturing
Professional services
Nonprofit
Retail / restaurant
Distribution / logistics
Municipality / government
Annual revenue
Under $1M
$1M – $5M
$5M – $15M
$15M – $50M
$50M+
Current primary bank
Banker name
Deposit balances (monthly average)
DDA / checking balance ($)
Savings / MMA balance ($)
CD / time deposit balance ($)
Our ECR rate (%)
Service fees (monthly)
Maintenance fees ($)
ACH / wire / transaction fees ($)
Positive pay / fraud fees ($)
Competitor comparison
Competitor ECR (%)
Competitor monthly fees ($)
$0
Monthly ECR credit
$0
Gross monthly fees
$0
Net cost to client
$0
Savings vs competitor
AI analysis snapshot
Strong opportunity
Fill in the fields above and click Analyze to generate an AI-powered opportunity assessment.
Analyze with AI
Generate proposal letter
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Proposal settings
Proposal tone
Consultative / advisory
Competitive / urgent
Relationship-focused
Technical / detailed
Addressee title
Generated proposal letter
Regenerate
Switch to this tab from the Analyzer and click Generate Proposal, or click Regenerate above.
Regenerate proposal
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