Private Banking: transparent compliance-related issues and higher brand image
Pitcher allows RMs to easily carry all of their fully-updated materials securely on their iPads. Whether online or offline, presentations addressing diverse client needs and in various languages are always available at their fingertips without any extra steps needed. Additional real-time market data and trends, together with key facts can be easily accessed at any […]
Commercial real estate: engaging content is key for customer acquisition and engagement
The firm realized that it could also create customized ‘leave behind’ materials to provide information about the space it was leasing. Materials are shared directly from the team’s iPads which track interest levels (detailed insight reports on the usage of the material shared) even after the meeting. And it realized that through a centrally controlled […]
Multichannel marketing for SENSIS: the best of face-to-face and remote selling to engage customers through insights
Sensis’ field and telesales reps are now able to use the same interactive content for all customers. Due to the integration of Pitcher with the company’s CRM system, the content is responsive and updated depending on which customer the rep is meeting with. And every single interaction is now documented. Once the meeting has begun, […]
PRINCIPAL FINANCIAL GROUP simplifies marketing and sales operations and takes back control of sales content
A global financial investment management and insurance company implements Pitcher and empowers sales and marketing teams to simplify their operations, boosting their marketing and sales effectiveness. About The Principal Financial Group is a global financial investment management and insurance company headquartered in Des Moines, Iowa, founded in 1879. It helps people and companies build, protect […]