Sales Presentations

Automated Updates to your Sales Presentations for the Synchronisation of your Sales- and Marketing Documents

Sales presentations for financial products consist to a significant degree of individualised slides tailored to the listener and are as such manually maintained.

The product descriptions on the other hand are always standardised and can be automated. Anevis Solutions collects the necessary data for you and provides you with up to date presentations in original format for internal processing.

Creative Options

By using your company logo, internal fonts and colors your sales presentation will display your corporate identity.

The creation and the detailed development of the to be automated presentation slides is something we work out individually for you, whereby we also gladly adhere to an existing style guide. Based on the experience of our team we help you to highlight your individual strategy as much as possible.

Content-Related Options

Alongside the graphical aspect you can also individualise your sales presentation on a content-basis.

This can be achieved through use of specific images, statistics and individual classifications of your master data. In addition we offer the possibility of integrating manager comments on ad-hoc basis so that you can inform your investors about recent developments at any given time. The factsheets also can be made available in any language you choose.

Technical Benefits

Our IT- infrastructure is designed exclusively for fully automated reporting so manual errors can be avoided.

We also secure our high quality standard by retrieving the raw data directly from the accounting systems of your administrators. These are enriched with market data and additional individual data such as sector classifications and then evaluated.

Service

During the implementation of your sales presentations your personal contact person will be by your side every step of the way and offer support for all your issues.

You will develop your sales presentation alongside your project manager. Our project managers are experts of their field and are happy to work towards individual solutions with you.

Extendable

To achieve holistic marketing with your corporate identity, we can reuse the content and create Website Widgets for your online presence.

Factsheets for Retail and Institutional Reportings as well as individualised ESG-Reportings supplement the creation of regulatory documents (s. Regulatory Suite). We also gladly take on Live-Hosting of further regulatory documents for you.

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Collaboration Fiduka

Finance, Marketing|

FIDUKA-Depotverwaltung GmbH is a traditional and independent asset management company which was founded in 1971 by Gottfried Heller and André Kostolany. Both of

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