Sales Presentations

Overwhelmed with managing sales presentations?

Sales presentation automation has finally arrived. Reimagine the power that a hyper-efficient sales support function can bring to your distribution team

3x

Faster Delivery Times

5x

Sales Satisfaction

4x

Reduced Compliance Risk

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Office INtegration

Integrated into your workflow

Our platform works directly with Microsoft Office365, giving you the full power of PowerPoint and Word while maintaining deep integration with your digital assets and fund data .

Compliance

Compliant by default

Sales support teams require sophisticated features for managing fund data and related content for regulated, cross-border fund distribution. Our platform respects this and is packed with features to ensure sales presentation are automated in a way that not not only makes them stunning, but renders them compliant to the intended market and audience.

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ENABLEMENT​

Enable your sales support team

Sales presentations take time to produce, require many different sources of content, and are subject to mandatory disclaimers that vary depending on market and audience. Address this challenge with technology that is built for purpose and underwrite your aspirations to mobilise sales teams like never before.

Features

Explore our features

Component Library
Drag and Drop
Workflow
Distribution

Leverage our library of pre-configured Studio components to power your presentations. Style and connect them to your data, then re-use across multiple different outputs. 

Drag and drop components into position. Resize and optimize for the particular piece of content you are producing. 

Upload finished templates to Kurtosys then use them as the basis for automation workflows to produce thousands of different pieces of content from one document. 

Automatically push finished content to the to your sales enablement hubs, client reporting portals, and fund buyer communities. 

How it works

Your pathway to success

01

Connect

Connect your client and product data sets to Kurtosys via API or SFTP and enrich with compliance or localization rules. 

02

Configure

Configure your site, portal, documents and more using our intuitive and user friendly toolset. 

03

Create

Create new experiences and outcomes for your clients and sales teams across the full spectrum of your distribution team.

04

Evolve

Use in-built analytics to evolve and enrich your solution progressively with zero custom coding required.

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Learn how Kurtosys collaborated with BMO Global Asset Management to build an enterprise global digital experience in six months.