Pitchbook

Persistent Systems’ Pitchbook is a tool for the front office of large and mid sized enterprises for generating dynamic, accurate and up to date sales presentation. Pitchbook is highly flexible tool which leverages the power of low code platform – OutSystems.

Pitchbook brings the Relationship Advisors, Client Advisors, Sales Executives on the same platform along with the Product Team, Marketing Team, Investment Office and the Compliance Team. It helps to shorten the time taken to assimilate the content keeping the audit trail of every intermediate step, helping the HNI customers with the best advise an organization can offer.
Pitchbook helps to bring in efficiency and allows streamlining the processes across the organization.

Manage Presentation/Product

Presentation/Product Management

Create, maintain and update existing and new presentations and products

Presentation Dashboard

Presentation Dashboard

Easy access to the recently created/ updated presentations with useful filters to drill down to most relevant one

Product Dashboard

Deep Analytics

Quick access to the Product usage information with critical analytics around most and least used content. Ready to use User Activity Dashboard

Manage Templates

Template Management

Consistent branding across the presentation with easy, pre-approved, and ready to use templates

Manage Glossary

Glossary Management

Dynamic Glossary generation for every Sales Presentation with the back office and compliance team in full control

User Activity

Disclosure Management

Dynamic rule based Disclaimers generation with pre-approved text for all types of the content

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