Financial services
Build trust, credibility and rapport in the Financial Services Industry
Let Chelsea show you how:
People are trusting you with their money and future, so you need to build trust and reliability in your brand. You also need a personal rapport with your customer. Showcase presentations allow you to go beyond being an order-taker to a trusted advisor.
All you need to grow a trusted relationship
Everything right at hand
Financial services can be complex to sell. Products are full of numbers but people also need to connect emotionally to those numbers. While stories can be timeless, the numbers can change frequently. Showcase puts your library of slide decks, videos, PDF brochures and disclosures right at your fingertips.
Easy to share with clients
Lead times for Financial Services products can be long and clients can require a lot of detail to help them decide. Problems can arise when this material gets out of date. So Showcase makes it easy to share up-to-date content and set custom timeouts so clients only have the most current information.
Become a credible advisor
Selling Financial Services products is often a matter of uncovering client needs. So during a presentation you want to smoothly and confidently switch to talk about any product or service. No more flicking through slides or hunting in your briefcase.
Showcase works for Financial Services
Present
Go wherever your client is
In the office or out in the field, in person or online – it doesn’t matter. Showcase means you are ready to present wherever your client is.
Share
Update the team in a matter of minutes
Keep your team updated and compliant with the latest information. Now you can update them in a matter of minutes, no matter where in the world they are.
Analyze
Create more meaningful follow-ups
If you send material to a client, do more than just track opens. Showcase lets you see what material they are engaging with for how long and how often. Then you can follow up with pinpoint accuracy.
What kind of setup and effort is involved on your part?
You’ll be pleased to know Showcase is surprisingly straightforward and easy to use.
We’ve got your back - our highly rated customer success team are on hand to help with the design and build process of your presentation.
With as little as one hour’s free video call training, you’ll have all the information you need to start designing and building your own presentations.
Try Showcase on all your devices for free for 14 days
Book a time with our Customer Success team and let us give you a personalized online demo.
Claim my free demoSee for yourself how easy Showcase is to install.
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