Wealth and Pension Solutions Services

The Ultimate Sales Pitch Platform for Financial Advisors

Slash the time for sales pitch creation and ensure compliance with corporate processes and regulatory environments. Thousands of wealth managers and financial advisors use Persistent’s Pitchbook solution to streamline the investment strategies of their wealth customers.

Pitchbook offers a robust platform for product, marketing, investment and compliance teams to generate dynamic, accurate and up-to-date sales presentations. It helps teams segregate content jurisdiction-wise and ensures that financial advisors make pitches in a consistent way by choosing and creating the right structured product and investment strategy.

Here are the top advantages of Pitchbook that make it the most trusted solution for financial advisors:

  • Easy-to-use drag and drop interface to create custom pitch and strategy for clients
  • Automation of the dynamic pitch generation process along with complete audit trail and approval flows for content slides before they are opened up for usage
  • Configurable cross border business rules and easy-to-use dashboard with in-depth analytics on multiple parameters including products, user profile information, risk appetites, regions, advisors and more
  • Professional pre-designed templates for consistency in all sales pitches and projecting a uniform organizational brand and message
  • Generates glossary and disclaimers for pitch dynamically, along with alerts for missing terms
  • Future ready platform that allows easy integration with CRM products and third-party apps with pluggable Machine Learning and Artificial Intelligence engine

Contact us today to gain a sustainable competitive edge coupled with high levels of customer conversions through a powerful and highly effective sales tool.

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