Finance

Boost client relationships and growth

Empower your advisors to deliver personalized, data-driven advice — effortlessly.

Sales Enablement Platform for Finance

Join Finance companies growing with us

Give your clients the white glove treatment

Never miss a chance to impress with personalized content, data-driven recommendations, and beautifully designed dynamic presentations that build trust and create lasting relationships.

Let Pitcher do that

Deliver personalized advice at scale

Create tailored presentations and follow-ups featuring real-time client data and best-fit products for each client.

Squeeze in just-in-time learning

From roleplays to instant post-call feedback, your reps always have guidance to make the next client meeting even better.

Put data overload in the past

Marketing collateral. Bloomberg feeds. CRM data. All the data sources your reps need to access are available from the field.

7-Achieve a consistent look and feel every time

Achieve a consistent look and feel every time

Part of building a solid brand presence is showing up consistently. Advisors have access to brand-controlled templates for dynamic presentations and follow-ups, ensuring the information they share is engaging and compliant.

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Give your reps a leg up

Pitcher’s Intelligent Agent, PIA, assists your reps so they can give their full attention to the client. PIA analyzes client data to arm reps with personalized agendas, product recommendations, roleplaying before calls, and feedback after every meeting.

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8-Give your reps a leg up
9-Engage clients on their terms2

Engage clients on their terms

Make it easier than ever to reach clients. Advisors can instant message using the client’s favorite platform (WhatsApp, text message, or others), and all conversations are captured in the CRM for visibility.

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What's included

  • Content management
    Control user permissions, automate content retirement, and always make new content available in the field
  • Presentation creation (using dynamic data)
    Reps can generate fully customized presentations, pulling in dynamic content into approved templates
  • Closed loop marketing
    Capture data from every client interaction and equip teams to provide top-notch experiences
  • Online CRM integration
    No more manually updating the CRM after every call
  • Content and user analytics
    Learn which content is working best and which reps are excelling to make improvements
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See Pitcher for Finance in action

Schedule a demo today. We’ll make sure it’s focused on exactly what you’d like to see.

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“

With Pitcher, our sales reps quickly find the right sales materials, and our marketing team is confident our customers are seeing only the most current, compliant content. And with closed-loop marketing, we are constantly tuning our content to better engage our customers. A goldmine for us.

Kristin Massa | Digital Marketing Strategist | Principal Financial Group