Close Menu


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:


Enforce Compliance along with Customization

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


Pivot Conversations

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


Deliver Interactivity

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


Accelerated Time to Value

Implement the solution quickly to start delivering value immediately

Learn more about Mediafly for Financial Services

Contact Us