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 […]

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 […]