Sales and Marketing
Sales & Marketing
Wealth Management
Asset Management
Business Banking
Insurance
Healthcare
Sales & Marketing Solution
Increase level of service through automation and efficiency
Strengthen customer relationships and increase new business
Stimulate dialogue that surfaces opportunities for growth
Demonstrate knowledge and proactivity that helps position you as a trusted partner
One Central Library
All critical presentations, documents and media files in one secure, online library. Spend less time gathering, more time with customers. Access your online library from anywhere, anytime, with any mobile device.
React Faster
React faster to opportunities with document automation. Create custom presentations and documents with a personal touch. Your online library lets you respond quickly to requests with precise materials and information.
Find It Quickly
Full-text search and retrieval at the slide and page level for all your PowerPoint, PDF and Office Documents. Forget having to open file after file to find the right slide or specific information.
Custom Presentation Builder
Use presentation builder to create new custom presentations on-the-fly. Browse the online library to add slides to your cart… and checkout. It’s that easy. Be confident you are using the latest versions.
Brochure and Document Builder
Create custom documents and custom brochures. Personalize your materials for greater impact. Deliver the precise sales and marketing materials needed… not a stack of off-the-shelf literature.
Email Marketing Made Easy
Stay top-of-mind with individual customers or groups efficiently, without spending a lot of time. Reach out to more prospects, more often, with personalized 1-to-1 messages, articles and custom content.
File Sharing and Collaboration
Share and collaborate with co-workers. Advanced file sharing lets you share and deliver information from your online library. Create custom content sites for customers, prospects or internal projects.
Easy to Use
The Sales and Marketing library is specifically designed to be easy. Easy to browse. Easy to search. And easy to build custom materials and stay in touch with email outreach. Users love the interface and the simplicity.
Video Management
Manage, track and share videos with customers and prospects. Track and manage videos used in presentations and other documents. Easily create file-sharing movie sites for your clients and prospects right from your online sales and marketing library.
Tracking and Reporting
Track and view reports on all library activity—logins, creations, downloads. Report on usage trends (who, what, when, etc.). Document automation reports provide visibility into topics presented to customers and content popularity.
Automated Updates
Admin updates to slides and pages automatically propagate throughout the online library. Component updates include charts and other embedded objects. The productivity gains are dramatic.
Brand and Message Control
Control brand, message and accuracy in your PowerPoint presentations, PDF and Office documents. Automatically notify team members when new materials or updates are available.
Compliance Control
Reduce the risk of using outdated materials. Document automation tools apply regulatory and compliance requirements, including disclosures and other necessary information.
Integration Options
Integrate with CRMs, SharePoint and other repositories. Use your online library to push or pull information to and from websites, portals and other information hubs.
Security
Your online library is extremely secure. We use the latest cloud-based security technology and practices to make sure your materials and information are always protected.
Add Capabilities Easily
Add-in modules let you add capabilities as needed. Workflow, Document and Presentation Creation Wizards, Collaboration and Archiving are some of the additional capabilities available.