The same forces that disrupted so many businesses, from steel to publishing, are starting to reshape the world of Financial Services.
While there are many things at play across the sector, customer, disruption, and regulation are high on the agenda this year.
Be for anyone, but not for everyone. The days of mass appeal are over. Agile brands don’t put up barriers to inclusion, but they do cater to specific needs or audiences.
82% of CEOs agree that there is a need to create better, more comprehensive customer relationships and make it easier for customers to do business with us.
Democratization and access to data are taking out a huge chunk of value and differentiation from traditional financial services firms.
Financial services companies have historically ‘under-delivered’ in customer satisfaction, despite our customer centric mantras.
In financial services, information and comparison is easier than ever. Customers look for more value from their institution. They are looking past product and service towards experience and personal /brand recognition.
Competitors are becoming increasingly sophisticated - with nontraditional business models that are gaining acceptance.
Agile brands respond to the market. Consumers, especially millennials, expect brands to be relevant and convenient.
From research, to content creation, to distribution, promotion, automation, updates and measurement – we’ve got you covered!
It’s critical to deliver client experiences that feel connected, memorable, and personal. Docurated uses data analytics and machine learning to empower advisors with the best content for their situation.
All your team has access to the same approved collateral from any device. Version confusion is eliminated and your team uses only content that is compliant and up to date.
Presentation Builder enables bankers and relationship managers to assemble on-brand, tailored content, filled with customer data, at the click of a button.
Docurated is a centralized content hub where approved and compliant documents and presentations are seamlessly pushed to your client facing employees.
Docurated is the only sales content solution that doesn’t require your team to change how they work; it fits into any workflow and integrates with any application.
Easily manage presentations so that only the most current and approved messages are available.
Turn PowerPoint decks into editable templates. Lock down specific fields so that reps can’t change them and there is no compliance risk.
Presentations are generated at the touch of a button, saving days of preparation. Extract pages and elements from presentations and proposals for use in new material, maintaining approved formatting without additional work.
As Marketing changes content Docurated automatically picks it up and updates Sales rep’s decks.
From email to documents in Documentum, SharePoint, Box, and others, the Docurated Content Graph (DocuGraph) maps the relationships between people and information, and acts as the intelligent fabric delivering personal and contextual content so your employees always deliver the most compelling pitch.
Docurated’s relevance algorithm uses inputs from across the enterprise including deep crawling of content and metadata sources, relationships and taxonomies extraction, and real-time change detection to provide a holistic – and highly visual – picture of relevant content.
Docurated shows what decks are resonating in the field and helps Marketing re-purpose and optimize content.
By combining massive evidenced-based inputs and analytics with powerful content surfacing using the DocuRank algorithm, Docurated makes it possible to connect people to the relevant content around them.
Artificial Intelligence powered automatic categorization of content saves marketing thousands of hours per year.
Docurated provides a best in class smart and seamless content management solution that distributes, promotes and measures winning content, and shows the impact of Marketing’s work on Sales.