Financial services sales and business development professionals rely on their ability to quickly provide clients with quality, information-rich content to help them win new opportunities. Whether it's an investment banker proposing an M&A opportunity, an investment advisor recommending a strategy, or even a middle-market banker selling a financing strategy, these executives put many hours into the creation, production and presentation of the high-quality proposals and pitchbooks necessary to close the deal. Bradek can help to cut down the time spent on creating high-impact proposals and presentations by up to 50%, enabling your team to focus on your clients, not your client presentations. Even better, we can help you to realize cost savings and increased revenue streams that will immediately impact your bottom line.
Bradek's Business Development Productivity (BDP) Solution automates many of the tasks associated with the creation of client presentations and pitchbooks. Using the robust tools and utilities Bradek has created over 12 years of building productivity solutions for the country's top financial services companies, it simplifies the task of gathering information within the organization and from external resources. The BDP solution exploits the power of Microsoft Office tools such as PowerPoint and Excel, and provides many valuable advantages, including
Increased Employee Productivity
Minimizing the time that highly-skilled resources like investment bankers, research analysts and asset managers spend on pitchbook production
Accelerated Time-to-Market
Professionals associated with the deal produce the final presentation, saving time and getting the result to the client faster
Improved Pitch Quality
In the competitive environment of financial services, brand consistency and intellectual property are an institution's differentiators. With less time spent on pitch production, more time can be spent on creativity and idea generation.
Reuse and Dissemination of Best Practices
A powerful, searchable knowledge base allows firms to easily find applicable content and define examples of best practices for easy reference
Increased Client Value
Through web services, clients receive targeted pitches and online analytics, a powerful self-service capability that enables clients to model and refine potential deals. Monitoring capabilities allow bankers to understand and collaborate with clients on deal construction. Client face time is increased and the value of the dialogue is enhanced because the first contact is several steps closer to the close.
