Pitchly for Investment Banks
An out-of-the-box solution for your marketing and business development teams to automate their content that's on-brand and error-free. Dynamically create deal content for tombstones, or bios, and export to Word, or PowerPoint with a click of a mouse.
Solving the top content creation challenges for Investment Banking firms
Are you experiencing these roadblocks in your data to document creation process?
- Repetitive, manual work
- Data in different formats and locations
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No brand consistency
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Time wasted on non-strategic tasks
Pitchly for Investment Banks is your next-generation solution that delivers the data to content functionality you require
Software deployment should be simple. Go live with Pitchly for Investment Banking Firms in 10 hours or less with your pre-defined industry fields, configurable tables, and branded content templates.
Eliminate the hassle of switching between multiple data systems, and outdated documents or emails to search for deal data.
Access your deal data and instantly export content in your preferred format. Empower your team and help eliminate repetitive tasks.
Pitchly For Investment Banks Includes:
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Industry Standard Workspace
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Configurable Tables
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Pre-Designed Content Templates
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On-Demand Training
Pitchly is Committed to Your Data Security
SOC 2 Type 2 Audited
GDPR Compliant
Encrypted with AES 256 SSL
Automate the Content Creation Process
Dynamic Content Automation
Bid farewell to the laborious chore of manually crafting content for assets like deal tombstones, bios and case studies.
Innovative Dynamic Content Templates
Simply conduct a filtered search and watch as the templates effortlessly fill in with the necessary data, allowing you to save precious time.
The Ultimate Time Saver
We are saving marketing and business development teams 10+ hours per week.
Featured Blog Post
The Importance of Using Document Automation Software to Improve Your Firm's Processes
70% of business leaders believe that up to 40% of their time is devoted to tasks not related to their core function
(45 minutes to three-plus hours of an eight-hour workday). It’s no wonder that document automation software is fast becoming a big technology trend.
Finally, a Single Data Source
What used to be scattered across multiple data sources, is now available in a single source of data for your content creation.
No More Hunting and Gathering
Say goodbye to the days of tracking down deal data or assets in Excel spreadsheets or emails.
One Convenient Database
We've simplified the way you access your data by centralizing everything in one convenient, searchable database.
Now, finding the information you need is a breeze, and you can trust that it's always up-to-date.
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Seamless Data Entry
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Motivating your bankers to enter data as it comes in can be a little challenging. This is often because there isn't a single, reliable process for this.
Data Collection Made Simple
Pitchly Forms makes collecting and approving deal data for your firm a breeze.
Simple As A Link
Pre-selecting the fields to gather only the information you need and then simply send a link or an email to your team.
Platform Integrations
There's no "one-size-fits-all" solution for investment banking firms. We focus on the data and content, and allow you to connect the systems you're already using.
Content Integrations
We'll supply the data and pre-designed templates to transform data to content.
Data Integrations
Data is everything we do. Our open APIs push and pull data from the system where your data resides. This means a reliable data source is at your fingertips.
Use Cases Purpose-Built For Investment Banking Firms
Tombstone Creation
Biographies
Case Studies
Company Profiles
Here's What Our Clients Have To Say:
"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."
Streamline your deal data management
processes with Pitchly For Investment Banks
Talk to one of our team members to see how Pitchly's Data Enablement Platform
can save you hours each week and empower you to close more deals.