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Automating client reporting, fact sheets, & pitchbooks for Winning Client Experiences

Are you ready to take your client presentation system to the next level? See what resources make sense for you to equip yourself with key data points about the reasons, benefits, and stories you need to apply the solution in your organization.

 

Video
Automate Your Client Presentations
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Insights & Research
Don't Let GDPR Become Your Nightmare
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Insights & Research
The Age of the VR Agent Is Here
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Insights & Research
eBook - 5 Forces Shaping Client Reporting & Presentations in 2018 for Financial Services
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Video
Xinn Playlist
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Insights & Research
Why Automation Can Improve Your Performance
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Insights & Research

Business Presentation Tips: Tell a Story

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Webinar
[RECORDING] Exclusive Webinar for Financial Services
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Video
Xinn - Welcome to the Age of the Customer
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Infographic - Intelligent Presentation Virtuous Cycle
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Insights & Research
The New Industry of Insights Services
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Insights & Research
In the Age of MiFID II, Client Reporting Is the #1 Issue
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Infographic - Old Way vs New Way
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Insights & Research

Big Data's March Upon the Financial Sector

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Insights & Research

Regulated Industries Need to Modernize Reporting and Compliance

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Infographic - Platform Roles and Workflow
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Insights & Research

Asset and Wealth Management Not Taking Transformation Growth Serious Enough

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Insights & Research
Eye Popping Stats - Costs of Not Automating Your Presentations
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Insights & Research

Millennials Have Earned a Seat at the Decision Table

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Insights & Research

The Latest RegTech Report: The 3 Things You Need to Know

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Infographic - 4 Pillars of the Xinn Platform
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Insights & Research
Infographic - B2B Buyers in the Age of the Customer
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Insights & Research
Infographic - Digital Consensus Buying Trend
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Infographic - Components of the Intelligent Presentation System
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Customer Proof
Caste Study: Client Reporting
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Customer Proof
Case Study: Presentation System Implementation
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