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Create and Share Customer-Centric, Compliant Content

Mediafly enables financial services sellers to deliver more value to their buyers by quickly personalizing presentations while adhering to compliance requirements.

Challenges for Financial Services

In a competitive environment, buyers expect sales pitches that deliver value to their specific situation. Financial regulation makes creating tailored pitches a lengthy process.

Challenges faced:

  • Financial Regulations – Ever evolving regulations makes it mandatory that sellers only show content that meets internal and external compliance requirements.
  • Expectations of Customized Pitches – Buyers expect sellers to talk about their needs and corresponding value, not generic pitches.
  • Sales, Marketing and Compliance Alignment – Sales often operates in a silo disconnected from marketing and compliance functions.
  • Continual Content Refreshes – Marketing is always updating content, and sellers have a hard time keeping up.

Our Solution

Mediafly enables financial services sales reps to select from a catalog of compliance approved content, and quickly customize it for a buyer to deliver interactive, value-based conversations.

With Mediafly’s Evolved Selling™ platform you can:

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Enforce Compliance along with Customization

Enable sellers to personalize presentations while retaining compliance with the appropriate disclosures

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Pivot Conversations

Quickly change direction of a meeting based on the buyer’s interests

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Deliver Interactivity

Leverage calculators to quickly show returns and value while eliminating complicated price sheets and spreadsheets

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Accelerated Time to Value

Implement the solution quickly to start delivering value immediately

Learn more about Mediafly for Financial Services

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