Empower your wealth managers and advisors to grow their book of business and retain clients with sales collateral designed with them in mind. Add areas of personalization, including contact information, headshots and more to build an even closer relationship between client and advisor.
Give agents the power to send promotional material that is always up-to-date to their clients. From spec-sheets of their latest property offerings to broker overviews, your agents can be assured that every document they’ve ever sent will remain current and updated no matter when they’re being viewed.
Ensure that your representative’s clients are always seeing up-to-date rates. PieceKeeper’s ability to keep all sent documents updated in real-time means that any collateral that was sent in the past still shows current terms, ensuring compliance and avoiding customer confusion on rate changes.
Enable your sales team like never before with content that is personalized to each rep. PieceKeeper eliminates time-consuming attribution issues with non-personalized collateral, and solves for sales team turnover so that each personalized asset always points to an active representative.
Enable all copies of your promotional materials (yes, even the ones that were sent in the past) to remain up-to-date and current with your latest messaging, designs and promos, all at scale with no manual work.
Avoid regulatory fines and consequences by ensuring all of your promotional materials remain in line with your industry’s latest compliance requirements.
Create more effective promotional materials by adding areas of personalization to be filled in by sales reps with information specific to them.