Persistent’s Pitchbook solution with OutSystems
Equip your Financial Advisors to deliver quick and consistent sales pitches.
Choosing or creating the right structured product or investment strategy for your ‘wealth’ customers can be tricky. Not only do you have to worry about the risk appetite of your customer, but also the compliance.
Pitchbook is an easy to use, drag and drop way to create your pitch to your customers. It keeps content up to date and compliant. It also segregates content by jurisdiction, and ensures your financial advisor pitch is consistent.
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