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Financial Services

Financial_Services_tablet-1

The simplest way to execute your strategy and make your commercial teams and advisors more efficient.

Pitcher’s Super App for Sales Enablement empowers your commercial teams and helps them to succeed. It has been developed to support and streamline all customer interactions along the buyer journey, so your teams can focus on what they do best: engaging your buyers. Built on your industry’s best practices, the Pitcher Super App aligns your marketing, sales, and customer-facing teams’ activities at the click of a button, from home, in the office, or on the go.

Streamline and scale your operations with the support of a flexible, intuitive, and compliant all-in-one sales enablement solution that integrates seamlessly with your existing CRM. Your teams will no longer need to be digital natives in order to succeed.

Request Demo!

Pitcher Super App for Sales Enablement

It’s your all-in-one marketing and sales enablement solution to maximize the impact of your commercial execution – in-house and at the advisors. Close the loop between marketing and sales and optimize your operations by means of content automation, content personalization, compliant delivery, effective field operations, and real-time insights. Automatically store all your interactions in your CRM. 

   

Device-Collection-for-Financial-Services
Trusted by

The Pitcher Super App for Sales Enablement is built on industry best practices. Since 2011, the Super App has been serving Fortune 500 enterprises in the financial services, banking, insurance, and wealth management industries.

 

WHAT VALUE WILL IT OFFER MY TEAMS?

MARKETING

Easily personalize, transform, disclose and automate your compliant digital content and improve your selling process by capturing real-time insights to optimize client journeys. Sensitivity is required when it comes to your client data. Easily distribute and control access with your CRM permissions.

SALES MANAGEMENT

Focus on your buyers’ engagement – increase business intelligence, transparency and effectiveness of your commercial activities. Onboarding, coaching and real-time insights on performance are key. Shorten sales cycles and simplify and optimize sellers’ activities before, during and after each client meeting for more targeted and engaging interactions. Empower each individual sales rep to be efficient and effective.

ADVISORS

Pitcher acts as a single point of contact between clients and customer-facing team members such as relationship managers and agents. Any static or dynamic content, training material, or customer-facing activities can be created, assigned, and delivered in a compliant and trackable way – everything is logged into your CRM automatically, even when offline. Increase data visibility for every customer interaction and reduce administrative work to boost productivity.

Discover which use cases our customers use most:

Content Management

Aggregate, convert and distribute powerful content from different sources. Make it easy for your advisors to find the right targeted content, enhanced with your CRM data. For highly regulated environments, ensure compliant delivery is guaranteed.

Guided Selling

Document automation connects multiple data sources to generate personalized content tailored to your specific audiences. Trusted customer advisors engage your clients through automated personalized digital sales aids and content recommendations that incorporate customer-specific information.

Financial Planning Calculators

When you connect your core enterprise system to Pitcher, you can provide your team with sales scenarios on the fly.

Customer Portal

Enable your sales users to provide microsites for customers to access shared content and track what has been viewed.

Multichannel Engagement

Connect remotely through any channel and initiate a screen broadcast from your device with just a few taps – including WhatsApp, WeChat and many more.

Real-time Analytics

Unique sentiment analysis to track customer interests. Real-time content analytics: find out what has been downloaded, opened, and presented during interactions. Reporting: easily access reports and dashboards at any time – even when offline. Reports can be viewed on account-level performance, including achievements and coaching for different skill areas. Teams will quickly see what is performing and what needs to be worked on.

 

Simplify the daily working lives of your sales teams:

 

Route Planning Optimization)Financial services

Route Planning Optimization

Task Management-Financial services

Task Management

Self-Guided Detailing-Financial services

Self-Guided Detailing

Pre-Call Planning-Financial services

Pre-Call Planning

Sales Presentation-Financial services

Sales Presentation

Learning Portal-Financial services

Learning Portal

Customer Management-Financial services

Account Management

Multichannel Engagement-Financial services

Multichannel Engagement

 

Webinars-Financial services

Sales Coaching

Post-Call Activities-Financial services

Post-Call Activities

Remote Detailing-Financial services

Remote Detailing

 

Team Collaboration-Financial services

Team Collaboration

Find out more about how the Pitcher Super App works

  Request Demo!

Why use the Pitcher Super App for the financial services industry?

PITCHER’S IMPACT

  • Adoption rate typically exceeds 80%
  • Take back control of your compliant marketing collateral and embed regulatory procedures into your standard processes
  • Smarter execution and increased control over front-line operations and see a clear increase in productivity
  • Increase ROI through the digitization and optimization of processes and simplify administrative tasks
  • Maximize the quality of customer meetings with personalized content which leads to longer and more engaging interactions
  • Scale growth with actionable insights
Ease-of-use
Enterprise-grade-integrations
Security
Global-service-delivery

Streamline and scale your operations with the support of flexible, intuitive, secure and compliant multi-channel technology that can seamlessly integrate into your existing CRM. One single point of entry for your reports, data analytics and CRM information. Customer data is visible and available offline and on the go.

Pitcher offers worldwide global support and professional deployment for the smart application that adapts to your needs.

Principal
Kristin Massa
Digital Marketing Strategist, Principal Financial Group
« We uncovered a gold mine with Pitcher. It has made things much simpler for Principal; our sales reps are spending less time looking for and finding the right content, marketing, and sales teams no longer have to worry about expired content or content that has not been legally approved circulating. »
    Principal
    Kristin Massa
    Digital Marketing Strategist, Principal Financial Group
    « We uncovered a gold mine with Pitcher. It has made things much simpler for Principal; our sales reps are spending less time looking for and finding the right content, marketing, and sales teams no longer have to worry about expired content or content that has not been legally approved circulating. »

    Optimize your team’s performance today!