Persuasive Pitch
Persuasive Pitch

Financial services: the explanation has to reach the later conversations

Matt Wiseman, founder of Persuasive Pitch

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One financial-services opportunity becomes several conversations: business, technology, security, risk, compliance, procurement, finance, and executives. They are not all in the first meeting.

The seller connected those pieces in the room. A forwarded deck cannot always do that. Later reviewers get the slides and have to reconstruct the fit. This is the communication environment. It is not a claim that the product meets a bank’s regulatory, security, risk, or compliance requirements.

For example, with The Challenger Sale, the seller teaches a commercial insight — improvements the buyer did not already see. That teaching happens across many meetings and presentations.

Sending short synopsis videos after meetings keeps the seller's narrative working inside the buyer's organization, so the champion, the buying committee, and the decision committee can hear the seller's value narrative today when the seller is on site and later when the seller is not invited to buyer evaluation and decision meetings.

What has to travel with the deck

That's the impact of Value Decay. Sales meetings happen but the buyers don't remember the seller's narrative.

Persuasive Pitch turns the deck the seller used into a sales video. It is a sales tool that happens to use video, not another video project.

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Financial services: the explanation has to reach the later