Most financial services organisations use bids and tenders as their preferred method of procurement. In addition, Information Memorandums are generally the preferred method for raising funds.

Our team of bid and tender writers has experience in both drafting bids, tenders and proposals to financial services organisations as well as writing IMs and Prospectuses and other investment documentation to help fund managers raise funds in an increasingly crowded market.

We believe in the power of content creation, and have the capability to project manage the production of large financial services related documents to ensure an exemplary outcome.

Financial Services firms we have helped

We have an outstanding track record helping financial services and other firms secure lucrative contract and protect and retain their existing client base.

We understand the financial services industry – and leverage on our experience in all industries to deliver our clients an exceptional outcomes that reflects best practice. We’ve serviced firms that provide the following services:

• Investment consulting
• Superannuation consulting
• Debt collection
• Banking
• Insurance (life insurance, fire insurance, health insurance, marine insurance and general insurance)
• Mutual Funds
• Stockbrokers
• Audit Firms
• Wealth Managers

How we can help you

Our team of writers and marketers will help you:

• Write your next tender, proposal, IM or Prospectus
• Monitor the market for tender and bid opportunities
• Guide you in undertaking a rigorous bid/no bid process
• Build templates and a content and graphics library to ensure creating future documentation is efficient.
• Developing key win themes, tender strategies, content strategies and adopting best practice writing techniques.
• Manage the tender process from start to finish including coordinating all of the different moving parts an stakeholders.
• Writing, editing and proofreading your proposals, bids and documentation.
• Coaching your executive personnel prior to your presentation.
• Developing compelling graphics and infographics.

Leaders in Financial Services Tenders

With the financial services market becoming more and more congested it is imperative that you find an experienced, professional voice that has the experience and the success that comes with high-quality financial service tenders and business writing.

We offer a 24/7 service as well as the reputation that comes with being one of Australia’s leading Financial Services Tenders and Business writing service. We do not settle for less when we work with our clients.  We have experience drafting annual reports, Information Memorandums and other financial documents quickly and effectively and will work with your legal team to ensure compliance with all government regulations.

Our team member’s expertise and experience stem from a broad range of industries and we have worked on documents for some of the largest financial institutions such as Credit Suisse and CBA.

It is our belief that in order to build stronger relationships with your clients you must incorporate the appropriate method by which to send your message across. This is important for branding as well as for helping your business reach more new clients through exposure and in doing so will greatly increase your win rates and bid success rates.

Our financial service tenders are available throughout Australia, including:

•  Sydney
• Canberra
• Melbourne
• Adelaide
• Perth
• Darwin

Call our team for of your business writing needs on 0410 448 770 or email info@thetenderteam.com.au for your next financial services bid or response.