Whitepaper: Create Pitchbooks That Drive Sales

Pitchbooks That Drive Sales Hero Image - 1400 x 500

Distribution enablement is a vital part of your investment marketing strategy.

1) Timeliness: Are your decks instantly available to the sales team, complete with the latest data and disclosure information?
2) Personalization: Are your sales presentations strategically organized, branded, and customized in a manner that facilitates the buying process?
3) Compliance: Are you confident that your sales team is using decks that are consistent with all firm and regulatory requirements?
4) Effectiveness: Does your system/process for creating and managing presentation decks enable your sales organization to pitch and close more deals?

In this whitepaper, we discuss:

  • The two most common types of pitchbook strategies, and their shortcomings
  • Choosing the right solution for your needs
  • Maximizing the return on your investment
  • 7 key elements to a successful solution
  • How to determine the best technology solution for pitchbook automation
Download your
whitepaper below.




About the Author:

John Toepfer is Co-Founder and President of Synthesis Technology. He is a technology entrepreneur, investor and business owner with a 25-year background in building and supporting communication solutions for the financial services industry. He lives in Chicago with his wife and two sons.

SIGN UP FOR OUR NEWSLETTER

Keep up to date with the latest news and insights.

Don't worry, you can unsubscribe at any time.

REQUEST INFO

Have a question, or need some more information? Contact us, we’d love to hear from you.

CONTACT US

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