Financial Services
Boost client relationships and growth
Empower your advisors to deliver personalized, data-driven advice — effortlessly.
Join the companies growing with Pitcher
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
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.
Give your advisors a leg up
Pitcher’s Intelligent Agent, PIA, assists your advisors so they can give their full attention to the client. PIA analyzes client data to arm advisors with personalized agendas, product recommendations, roleplaying before calls, and feedback after every meeting.
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.
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)
Advisors 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 advisors are excelling to make improvements
Content personalization at scale
We hear you — no one likes wrestling with pitch decks or hunting for docs. Pitcher Pathways turns your data and content into dynamic, live presentations that advisors and reps can use to provide value to clients while increasing revenue.
See Pitcher for Financial Services 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 advisors 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
