Sharing information through presentations has always been important in sales and client service roles at asset management firms. Members have been working on automating updates to presentation materials, leveraging common slides across multiple presentations, improving compliance and brand adherence, and enabling story telling through customization. In this CutterCast, members share how they are automating production of pitch books and client account review presentations.
Unlock the Full
Join our research membership! Gain access to over 350 documents, expert insights, market trends, and much more.