Financial services
In financial services, one opportunity can become several different conversations.
A presentation may begin with a business sponsor and later be reviewed by technology, information security, risk, compliance, procurement, finance and executive leadership.
Each stakeholder brings a different responsibility to the decision. Persuasive Pitch helps preserve the seller's intended explanation as the presentation moves among them.
Different stakeholders can see different risks, and different value.
The business sponsor may focus on growth or efficiency. Technology may focus on implementation and architecture. Risk and compliance may focus on controls. Finance may focus on economics. Executives may want the strategic case.
A forwarded deck cannot always explain how those pieces connect.
Where Persuasive Pitch fits
- Fintech and vendor sales into financial institutions
- Executive and line-of-business presentations
- Complex solution proposals
- Multi-stakeholder evaluations
- Post-meeting recaps
- Internal champion sharing
- Narrated presentations for stakeholders who missed the original meeting
This page is about the conversation, not a compliance certificate.
This page describes the communication environment of complex financial-services selling. It does not say that Persuasive Pitch meets a bank's regulatory, security, risk, recordkeeping, or compliance requirements.
Related
Related insights
View All Insights →- Buyer Value Reinforcement: keeping the pitch intact after the meetingThe seller committed the deal to close. Sales leadership guaranteed it to the board.
- Buyers will not spend two hours making a LoomBut you know, most salespeople like Loom, but they won't use it. I was on a sales call this week.
- Champion enablement: a durable artifact the advocate can shareDon't assume the champion will translate the value. What happens after you leave the room We talk about “champions” as if they're salespeople working inside the customer's organization.
Keep the business story intact as the buying group expands.
Bring a financial-services sales presentation to a demo and see how Persuasive Pitch can help the explanation travel with it.
