CASE STUDY:

OutSystems platform for Pitchbook Generation

Overview

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.

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