Winning Client Experiences
Intelligently automating your Client Reports, Pitchbooks, Fact Sheets and collateral into winning client experiences.
Demo Xinn and Win More Business
Our cloud-based platform has the most robust financial reporting and presentation automation on earth trusted by 40% of the top 20 money managers in the world.
Your presentations and collateral – automated. Utilize templates, integrate media, personalize content, populate with data from third-party sources, and even drag-and-drop with Microsoft Office. Create content personalized to your audience with far less time and effort, on the fly.
Interact with customers and prospects alike with your marketing materials. Xinn collects diverse sets of content and renders them into a simple Playlist. Digitally share and present where the audience can interact with it directly.
Intuition isn't enough. True customer insights are data-driven. Xinn maximizes data collection both on individual pieces of content, and your customers and prospects, turning raw data into actionable insights. Enable your team to evolve your presentations and collateral as well as your sales process by listening to the voice of your customer.
Design your templates for automated presentations and collateral with familiar tools like PowerPoint, Word, and Excel. Manage content in a single place. Build dynamic data-driven charts, tables, graphs, and imagery with drag-and-drop functionality. Configure powerful request wizard forms that capture user inputs and drive automation.
Enable on-the-fly, personalized, data-driven presentations and collateral. Xinn automatically generates content, data-driven charts, tables, graphs, text, and more – all while personalizing it to your audience.
Allow Sales, Marketing and Client Service to create presentations and collateral personalized to a target audience from any device. A step-by-step wizard captures just the necessary user inputs to transform hours of work into minutes.
End the wasteful cycle of guessing what to present to your audience. Send a Pulse Check. It’s a short, intuitive survey that personalizes your presentations and collateral to speak to exactly what your customers and prospects tell you they want to hear. Your audience can respond with just a few taps on their smartphone in less than a minute.
Simply and securely share your presentations and collateral before, during, or after your presentation with a digital link.
Digitally present through a multi-media playlist and allow your audience to view and interact. Present can be utilized in both a live face-to-face setting or via your web sharing tool of choice.
Further check the customer's pulse by allowing them to respond to your presentations and collateral in real time. Viewers can chime in to like, dislike, rate, ask questions, request follow-ups, answer poll questions, and more. Interactions are captured and used to create actionable insights.
Foster deeper understanding about your customers, prospects, users, and content through Xinn’s powerful analytical tool. These actionable insights feed your CRM system and inspire enhancements to your collateral and sales process, alike. Specific actionable insights and activities from content interaction ensure you take the right steps at the right time to win more business.
