Financial product sales, simplified

Financial product sales, simplified

Financial service companies invest $17 billion a year on marketing retail products.**Source: Consumer Financial Protection Bureau, Nov 2013. Excludes marketing for retirement & investment products.

$54 dollars per person a year.All intended to educate customers and get them to consider you for their financial needs.

Customers expect their money to be handled in a modern, high-tech and secure environment.

Will your sales people bring that to life?

What was quoted and discussed?

What collateral was shared with the customer or prospect?

What was the follow-up promised by your sales person?

What if you knew all of this with 100% certainty?

You measure everything else.

Imagine if you could measure these meetings?

Showcase is bank grade. It’s already used by global and regional banks.✔ PCI DSS Level 1 and ISO 9001 compliant;

third party penetration tested

✔ Activity logs simplify compliance reporting on all content usage

✔ Integrates with existing MDM (Mobile Device Management) systems

✔ Optional PIN inside the Showcase for additional security of sensitive content

Showcase dramatically improves your team’s consistency and professionalism.✔ Everything they need is current and at

their fingertips.

✔ Rates, benefits, requirements always available, in branch or at the client.

✔ Approved content can be shared instantly with customers, from Showcase.

✔ No need to recreate new content; use existing videos, slides, documents and PDFs.

– W Edwards Deming

Showcase gives you 100% visibility on who is using the information you provide to help increase sales and profitability.

It measures what your sales team shares with your customers.

And it measures when customers access it, so follow ups can be made.

Measure it constantly. Improve what works. Discard what doesn’t.

“ You can’t manage what you don’t measure.”

“ There’s a lot of power in Showcase. It’s easy for us to push updates to our team in every country at the touch of a button. Keeping our offer updated and consistent, then delivering it in an easy way is really useful for us.”

MATT GARDINER. RABOBANK.

It’s time to raise presentation impact and sales performance.Showcase provides best practice consistency and 100% accuracy in the presentation of current sales collateral.

We help you guide your team through the process of sales and follow up until they close.

And it’s as simple to use as PowerPoint.

One more thing.

We can be the single source of truth, across your business.✔ Essential sales information

✔ Use the optional PIN for training or internal information

✔ Handoff to other apps and backend systems

✔ Content is fully encrypted with ability for remote delete (or deploy Showcase inside your existing MCM)

We’re all over the world.And many of our customers have embedded Showcase in their communications infrastructure since 2012.

Let us prove it to you.We’ll build you a demo, test it with your people and prove that it works.

When can we start?

[email protected] showcaseworkshop.comNZ: 19 Blair Street, Wellington, 6011

US: 510 Red Hill Avenue, San Anselmo, CA 94960