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.
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.
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.
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.
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.
To achieve holistic marketing with your corporate identity, we can reuse the content and create Website Widgets for your online presence.
Freiburger Vermögensmanagement GmbH is an owner-managed and independent company founded in 1998. The focus of all activities of Freiburger Vermögensmanagement is the
In this part of our interview series, we will learn about the creation of ESG and SFDR reports and why the importance
EB-SIM focuses on the impact of its investments - With ESG reports from Anevis Solutions EB- Sustainable Investment Management GmbH (EB-SIM) is