A SMARTER APPROACH TO AUTOMATING
PITCHES & REPORTING
THE PROBLEM
After the close of every quarter, asset managers must update their sales and marketing materials. For most firms this is still a manual process and causes a major drain on resources.
THE SOLUTION
Keeping materials current is both difficult and time consuming. By leveraging ReSight’s technology you can make this process simple and easy. ReSight reduces the barrier to entry so that you can take advantage of technology and improve the quality of your pitches and save time on reports.
Materials are delivered on time
Your brand is consistently applied
Accuracy is improved
More time spent on strategic projects for clients and prospects
The number of client meetings you can hold increases
Report
Path
Accessed via a simple drag-and-drop interface or API call, ReportPath automates your periodic report update process.
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Our team of onboarding specialists will guide you through our easy one time setup process
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ReSight will replicate your reports exactly, not an approximation
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You tell how us how you would like to send us data - API or via our ReSight UI using Excel/WD
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Once up and running, it’s as simple as selecting the template you’d like to run, upload the data and output the report.
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Need modifications? No problem. We will adjust the templates in any way you need.
Pitch
Path
ReSight’s interactive PitchPath allows you to create a robust and differentiating presentation.
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ReSight begins by reproducing your existing pitch, and extracting the data requirements.
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We then work with you to elevate it so that your strategy comes to life
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Once the pitch template is completed, updating and distributing it is simple:
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Select the presentation template you’d like to update from an easy to use interface
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Update it with new data and materials
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Your pitch is automatically available to your sales team in a proprietary interactive presentation player that can be used offline.