Live and On-Demand Webinars

The Sales Success Formula in Financial Services: Blending Customization & Compliance

The financial services industry faces obstacles that make it difficult to gain new clients and asset acquisition. The quest: to be more buyer-centric, personalized, and up-to-the-minute. Marketing teams are responsible for creating sales content, but presentations aren’t always well-received by the sales group. Salespeople tend to tweak presentations themselves, creating “rogue” content that is not marketing-approved. In addition, there are compliance approvals and exposure to risk if any procedure is bypassed. Financial service institutions are realizing they need to digitize and automate their processes in order to improve brand consistency, customer-centricity, compliance, and, measurement. By adopting a digital-first approach, companies can develop holistic solutions that enable branded and custom content, while also allowing the flexibility to create personalized and compliant materials.


Perfecting the Pitchbook: Using Automation for Pitchbook Production, Content Management, and Sales Enablement

In this Webinar, Emilie and Noel from our Marketing and Product Management teams present a client case study on pitchbook automation. You’ll learn how one global investment management firm is using automation to overcome their pitchbook problems and strive toward the “perfect pitch” in every sales opportunity. They present the issues the firm was facing with their status quo and how they are using automation to improve the quality and consistency of their pitchbooks, ensure compliance, and enable their sales force.

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