OutSystems platform for Pitchbook Generation


A top wealth management bank in the UK looking to digitize sales efforts turned to Persistent Systems to build a solution that could,

  • Empower their sales team to generate quick, efficient and controlled sales presentations.
  • Manage content to ensure that customized presentations are always compliant and accurate

The Challenge

With their sales team always on the move, ensuring up-to-date pitches that were insightful enough to win over HNI clients was challenging. And with mandates and regulations constantly changing across time and geographies, a trustworthy source of information became indispensable.

The Solution

The result was a tool called ‘Pitchbook’. This tool allowed sales representatives to create customized, customer-centric pitches on the go with minimal efforts. The dashboard featured activities, actions, templates and more leading to properly defined workflows, notifications and processes. This efficient .Net based pitch generation engine, available with multi-lingual support, cut down pitch generation time from days to minutes.

Although the end user is the sales team, Pitchbook also offered a robust platform for the Product, Marketing, Investment and Compliance teams to generate dynamic, accurate and up-to-date sales presentations.

You May Be Interested In


Webinar: Reinvent from the Core Out! Deliver Agility to Your SAP Systems


Driving Business Innovation: OutSystems Announces Agenda for NextStep Conferences in Denver and Amsterdam


Artel enables accurate assay results with Persistent Systems

Start typing and press Enter to search

Contact Us
close slider

Contact Us
Have a question? Drop us a line and we will get in touch with you!

Yes, I would like Persistent to contact me on the information provided above. Click Here to read our full Privacy Notice.