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THE 5 FORCES SHAPING CLIENT REPORTING & PRESENTATIONS IN 2018 FOR FINANCIAL SERVICES

In the Age of the Customer, the customer calls the shots. And B2B customer-facing teams are undergoing significant challenges to gain and keep their accounts to make their revenue goals.

This eBook guides you through the top 5 forces radically changing how document automation, sales enablement and client presentation systems are being transformed to meet the needs of the hyper-connected buyer.

Everything from client reporting, sales presentations (AKA, pitch books), fact sheets, client reviews, investment reviews, brochures, proposals, and customer collateral of all kinds are increasingly being authored, assembled, distributed and measured in entirely new ways that meet the needs of the modern customer.

By recognizing these forces, you can gain a solid understanding of the feature sets that comprise the most effective content solution in order to increase your efficiency and effectiveness.

 

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