Pitchly for Banking & Finance
Watch a 3-minute platform overview
Access a cloud library of deal data to improve content consistency, accuracy, formatting & availability
Pitchly automatically generates your pitchbook content including team bios, deal tombstones, deal case studies, and client logo slides. All content assets are custom-formatted and exportable in minutes into PowerPoint, Word, PNG, website and email templates.
Learn how Pitchly automates time-consuming, manual data collection, removes this task for junior advisors and improves productivity, job satisfaction and pitch response time.
✔️ Firms using Pitchly see a 93% reduction in time taken to locate, create, format, arrange, and generate pitchbook materials
✔️ Pitchly is delivered via a SaaS model so your firm receives expedited time to value
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Popular Pitchly Uses Cases in Banking & Finance
Live Team Bio/CV Slides
Case Study & Tombstone Creation
Pitch Material Templates
Deal Data Management
Put your deal data to work
Do more than just collect and view your data - put it to work with Pitchly’s Data Enablement Platform. Pitchly is built to power accuracy and efficiency by turning your data into automated workflows and on demand content assets.
Generate deal assets in real time
Combine on-brand templates with a live stream of your data to create deal tombstones, case studies, bios and more. Pitchly's Data Productivity Suite allows you to build once and then publish on demand to increase efficiency, accuracy and confidence.
Any source, any destination
Using Pitchly is a better way to manage and use both your data and your content. Whether it's bringing data in, or sending content out, Pitchly's library of integrations and extensions enable you to optimize your work.
Our Clients Include:
“Pitchly has become part of the ordinary course of business for us. It is ingrained in our work.”
"Pitchly is a highly useful tool for investment bankers. The Pitchly platform has enabled our team to turn decades of deal tombstones into an optimized, interactive library that is easy to sort and filter, yielding significant time savings."
Pitchly can integrate with most commonly used systems by investment banking firms
Resources for Banking & Finance Professionals
You already have more data that you could ever know what to do with. The key to landing new business is to leverage this existing database.
Pitchly makes it easy and intuitive to transform this data into actionable insight that sets you apart from the competition.
Your time is too valuable to waste it tracking down data and pasting it into tombstones. Pitchly can take that burden away and automate your tombstone generation with our Tombstone Builder.
Read on to see how you can save 5+ hours each week.
Data is at the heart of every business decision your firm makes. And if you’re not using data management software, you’re not using your data to its fullest. Data enablement programs are used to deliver data to firms at the right time.
Data management software can help accomplish this.
Pitchly's Tombstone Builder in Action
Learn how to use Pitchly's tombstone builder to quickly and seamlessly put your data to work and save hours each week in creating this valuable pitch asset.
Streamline your deal data
processes with Pitchly
Talk to one of our team members to see how Pitchly's Data Enablement Platform
can save you hours each week and help you win more new business.