Sales Presentation and Pitchbook Automation

Manage your slide library like a boss. Enable sales teams to stay up-to-date and compliant

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Empower your sales team

In order to provide investment marketers with a powerful content management and sales enablement tool, Synthesis Technology created a robust pitchbook automation solution. Marketing and compliance teams control and manage sales presentation materials.  In doing so, they provide the highest quality and most accurate materials. Empower your sales team by providing them with the right content, right when they need it.

Protect your brand

Pitchbook automation allows your sales team to create highly personalized and effective presentations.  With the right tool, they can choose from content that is already approved by marketing. As a result, you never have to worry about a pitchbook going out that doesn’t properly reflect your brand.

Ensure compliance

Customized pitchbooks don’t have to be a compliance nightmare. Pitchbook automation provides investment firms with an effective way to manage content so that your presentations are always compliant.

Improve sales numbers

An automated pitchbook solution is one of the most powerful ways to improve your sales and marketing alignment. Thus, by implementing one, you can effectively leverage your internal teams, CRM data, and business rules to enable your salespeople to create highly customer-focused presentations that sell.

As seen in Money Management Executive Magazine, Read our CEO’s take on the 3 Biggest Problems Asset Managers Face with Sales & Content Automation

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