Equip your Financial Advisors to deliver quick and consistent sales pitches efficiently
The Pitchbook solution from OutSystems is the smartest way to create a sales pitch for increasing conversions amongst HNI customers and investors. It improves closure rates and makes sales pitches more effective with an easy-to-use software that comes with a simple drag-and-drop interface. It is flexible and configurable with cross border business rules, segregates content by jurisdiction, and ensures consistency in the pitch between multiple Financial Advisors. Pitchbook offers a robust platform for your product, marketing, investment and compliance teams to generate dynamic, accurate and up-to-date sales presentations.
Following are a few reasons why Pitchbook is a great addition to your sales toolkit:
- Automation of the complete process of pitch generation, with approval flows for content slides before they are open for consumption
- Fast search using content tags and previewing of content before adding it to a pitch
- Seamless management of content library with dynamic content templates, ready to use off-the-shelf presentations, bulk upload of 100s of content assets and much more
- Creation and management of campaigns with analytics around content usage, pitch creation and user audits
- Responsive and uniform design for content parity across various devices with professionally designed templates
Contact us today to build a superior and competitive sales process and increase sales closure rates.