Sales Enablement for Asset Managers

Introducing the All-New FlightDeck from Synthesis

Watch Video

Make Your Sales Team More Relevant

How client-centric is your sales team? When all things are equal on fund performance, investors will allocate to the firm that arrives first with the most on-target sales pitch. Give your sales team a leg-up with sales enablement software that lets them customize sales presentations while keeping them compliant and up to date. FlightDeck™ is a sales enablement platform built specifically for asset managers.

 

With FlightDeck, Selling Investments is a Great Experience for Sellers and Customers Alike

Click to view video

Automate PitchBooks and Enable Sales to Bring Relevant Materials to Every Single Sales Conversation

  • Improve your close rate with presentations that out-sell the competition
  • Enable Sales to create customer-centric, personalized and polished pitch decks for every client
  • Eliminate bottlenecks from data issues and automate updates by integrating native data sources
  • Integrate a thorough compliance review right into the process

Read: Why Pitch Decks Should be Created by Sales, Not Marketing


Create Custom Sales Presentations — at Scale

  • Automate updates to data-heavy slides
  • Update an entire slide library with intelligent slide matching
  • Get instant access to everything — fact sheets, presentations, videos, audio files — on any device
  • Enable Sales to create custom decks from pre-approved dynamic and static slides

Read: Obstacles Salespeople Face When Trying to be Customer-Centric


“Having FlightDeck is quite the sea of change for our group and extremely helpful when trying to win new business with our outside partners. The tool delivers a rapid, streamlined, custom client experience.”

— Portfolio Manager for a tier-one global asset manager, May 2019


Keep Your Sales Presentations On-Brand and Accessible Across Teams, Territories, and Time Zones

  • Enable Sales with access to approved content for their distribution channel
  • Use repositories to segment content for territories and teams
  • Manage content access by team, territory, and user
  • Automate language translations

White Paper: Perfecting The Pitchbook

Use Real-Time Data to Enable Sales

  • Track the ROI of your marketing content
  • Provide real-time insight to Sales to help them focus their meetings where clients are showing interest
  • Observe activity and usage to understand sales team needs
  • Access full audit trails to see version history and user activity

Read: How to Illustrate ROI on a Content Automation Solution

Configurable to your Sales and Marketing User’s Needs

  • Configure permissions, groups, roles, and approval workflows
  • Customize forms, keywords and meta data for flexible content management
  • Provide custom presentation builders for each sales team
  • Integrate CRM, ECM, and compliance systems

White paper: Should you Build or Buy Sales Enablement Technology?

White Paper: Perfecting The Pitchbook

An agile approach for creating custom and compliant presentations

Perfecting The Pitchbook, An Agile Approach to Perfecting your Pitchbook Strategy

 

Complete the form below to download, “Perfecting The Pitchbook”

Learn More

Download the FlightDeck Sales Enablement Brochure.
Download Brochure

Free Consultation

Let’s explore a sales enablement solution together. Let’s Talk

We help investment companies automate for growth

 

Follow Us

What's Your Story?

We’d love to learn more about your situation and needs. To speak with one of our automation experts or see demos of our products, drop us a line using the form below or call us at 312-948-4949.

This exclusive report is available only to our subscribers. Please complete the form below to subscribe and receive a link to the file.
You may unsubscribe at any time