---
title: "An approved credentials library for every proposal."
description: "Keep CVs and project references in one approved library and place the right credentials on the correct PowerPoint master pages automatically."
locale: en
canonical: https://www.offgen.ai/en/product/cvs-references
markdown: https://www.offgen.ai/en/product/cvs-references.md
alternate_de: https://www.offgen.ai/de/product/cvs-references.md
---

# An approved credentials library for every proposal.

> Keep CVs and project references in one approved library and place the right credentials on the correct PowerPoint master pages automatically.

Manage people profiles, project references, credentials, and reusable proof points in one structured library. offgen helps teams find the most relevant material for each client brief and place it into the correct PowerPoint layouts without manual copy-paste.

## What teams can rely on in day-to-day work.

- **Structured CV library**: Store consultant, partner, banker, specialist, or executive profiles with expertise, sector, language, office, and availability context.
- **Reusable project-reference catalogue**: Capture each reference once with client context, scope, outcome, sector, capabilities, approved wording, and relevant supporting slides.
- **Matching by client context**: When a proposal is briefed, offgen can rank suitable people and references based on industry, capability, geography, language, and prior work.
- **Placed on the right layouts**: Selected CVs and references are inserted into approved bio and case-reference pages, preserving typography, spacing, and page structure.

## How this fits into your existing PowerPoint process.

1. Add people profiles: Create structured CV records with photo, role, biography, expertise tags, language, and relevant experience.
2. Add project references: Capture the client situation, your role, the outcome, sector, capabilities, and any approved source material that should be reused.
3. Use them in generation: Brief the proposal and let offgen suggest the most relevant credentials before placing confirmed items into the presentation.

## Where this creates value for your team.

### Banking: Banker bios and transaction credentials

Pitchbooks can include sector-specific banker profiles and precedent transactions based on client coverage, language, and deal relevance.

- [See more Banking use cases](https://www.offgen.ai/en/industries/banking)

### Insurance: Account and product specialist profiles

Broker proposals can include the right account manager, product specialist, and proof points for the market being addressed.

- [See more Insurance use cases](https://www.offgen.ai/en/industries/insurance)

### Consulting: Partner, manager, and project-team selection

Proposals can surface the most relevant senior experts and project references by industry, capability, geography, and client challenge.

- [See more Consulting use cases](https://www.offgen.ai/en/industries/consulting)

### Corporate Strategy: Executive and initiative references

Board packs and strategy materials can include the correct initiative owners, contributors, and relevant prior decisions without manual assembly.

- [See more Corporate Strategy use cases](https://www.offgen.ai/en/industries/corporate)

## Related pages

- [Product overview](https://www.offgen.ai/en/product)
- [offgen by industry](https://www.offgen.ai/en/industries)
- [Security and governance](https://www.offgen.ai/en/security)
- [Contact offgen](https://www.offgen.ai/en/contact)

- Canonical HTML page: https://www.offgen.ai/en/product/cvs-references
- This page in German: https://www.offgen.ai/de/product/cvs-references.md
- LLM index: https://www.offgen.ai/llms.txt