Digital Banking
Business Proposal

The proposal includes expert-written sections you can edit immediately, saving hours of drafting. It keeps tone professional and investor-ready while letting you swap facts or brand elements fast. Ideal when you need a polished document now.

Ready-to-use executive summary

Editable product and market text

Swap numbers and dates easily

Presets for compliance language

The layout places problem, solution, market, revenue model, and CTA on one page for fast decisions. It uses clear headings and visual cues so reviewers find key facts in seconds. Perfect for busy investors and partners.

Problem-solution stands front and center

Revenue model summarized in one block

Customer segments listed near summary

Call-to-action with next steps

The design uses clean typography, balanced white space, and simple charts to make financials readable at a glance. Visual elements prioritize clarity over decoration so the proposal feels credible and modern. It prints and shares well.

Clean typography for quick scanning

Simple charts for financial highlights

Whitespace improves readability

Print- and screen-ready layouts

The template includes a completed example tailored to a digital banking startup: deposit offers, NII description, card revenue, and channel strategy. The sample shows tone, structure, and realistic line items you can copy or adapt. It's a practical writing guide.

Sample deposit and loan metrics

Example customer acquisition channels

Mock NII and fee streams

Sample compliance and partner notes

Build a compelling proposal in minutes by replacing placeholders with your numbers and logo. The structure removes guesswork so you focus on critical inputs like yields, fees, and growth targets. Great for pitch deadlines and follow-ups.

Placeholder fields speed customization

Preformatted financial snapshot section

Guided prompts for revenue inputs

Fast export to PDF or print

The file works in Microsoft Word and Google Docs for offline edits and real-time collaboration. Styles and sections are fully editable, so teams can co-write and track changes without reformatting. Keeps version control simple.

Open in Word without reflow issues

Collaborate in Google Docs easily

Styles mapped for quick branding

Comments and track changes supported

The one-page proposal complements your pitch deck as a leave-behind or executive summary. Use identical visuals and numbers so the deck and one-pager reinforce the same story. Handy for investor meetings and sales calls.

Use as a deck leave-behind

Match visuals to slide templates

Summarize key financials consistently

Hand out after presentations

Includes an optional snapshot area for Net Interest Income (NII), interchange, wealth fees, and key ratios to show value quickly. You can present deposit rates, spread logic, and basic cost drivers to back your claims. This boosts credibility.

NII explained in one line

Interchange and fee streams listed

Deposit yield and spread noted

Basic cost structure summary

The template is easy to brand: add logo, colors, typography, and voice to match your company. It also includes client-focused language and a clear call-to-action so prospects see benefits immediately. Makes proposals feel bespoke.

Logo and color placeholders ready

Swap tone for client audience

Personalized CTA and contact block

Space for legal or partner notes