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CutterCast

Dec 19, 2019 10:30 AM - 11:30 AM ET    Online

Automating Pitch Books & Client Presentations

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SUMMARY

SUMMARY

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.