Docurated helps Financial Services companies grow their portfolios by putting compliant and contextual materials at their fingertips.

The Cost of Ignoring Customers in Financial Services

19%
OF ANNUAL REVENUE
Frustrated customers and lost deals0%
The Competition Takes Market Share0%
Wasted Budgets0%
Unproductive Employees0%

A World-Class Client Experience Starts with Docurated

From research, to content creation, to distribution, promotion, automation, updates and measurement – we’ve got you covered!

Connect with your Customers

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.

Deliver Compliant Presentations

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.

Document Automation

Presentation Builder enables bankers and relationship managers to assemble on-brand, tailored content, filled with customer data, at the click of a button.

Single Source of Truth

CONTROL THE MESSAGE

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.

Always Compliant

PROTECT THE BRAND. ONLY USE APPROVED MATERIAL

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.

Always up to date

PRESENTATION AUTOMATION

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.

The Right Content at the right time

PUT PROVEN WINNING CONTENT INTO THE CENTER OF YOUR SALES CONVERSATIONS

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.

Tracking & Reporting

CONTENT X-RAY

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.

A COMPLETE CONTENT SOLUTION

BUILT TO ELIMINATE THE BURDEN OF CONTENT MANAGEMENT AND AUTOMATE BEST PRACTICES AT EVERY STAGE OF THE CONTENT LIFECYCLE

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.

Case Studies

See For Yourself

Try it out

See how Docurated is changing the way financial services companies work

Docurated for Financial Services

Reimagining the financial services content supply chain

Reimagine Wealth Management

How to Surpass Client Expectations in Wealth Management