An asset management company is experiencing issues with their presentation management process. Xinn helps to ensure marketing has the tools to manage a vast array of content, and enables salespeople to create compliant presentations in far less time.
The marketing team spent an average of one month each quarter creating and updating hundreds of slides for over ten different investment strategies. Data-driven slides obligated marketing team members to locate, aggregate, and format data into dozens of charts, tables, and graphs. A team of a dozen salespeople needed support locating slides to put together their own custom presentations to clients and prospects. Compliance approvals for slides and custom presentations were managed through e-mail and Microsoft Excel.