Merrill Corporation recently launched
a new solution called slideLocker, a secure
web-based tool designed for sales personnel. The tool allows you to create
targeted, personalized sales presentations, within minutes, that adhere to any
given organization’s branding and compliance standards.
The success story below illustrates
the power of slideLocker, and how
it quickly benefited a large firm.
Merrill’s slideLocker was
recently deployed at a leading financial services firm with over 900 financial
advisors. This business faced the problem of supporting their large field sales
force with up-to-date materials. They had already developed a catalog of
standard materials, but updating, distributing and ensuring the proper use of
those materials had proven problematic from a time-to-market, cost and
compliance standpoint. There was no means to ensure the materials were even
used. The sales force typically did not make necessary updates, mixed in
non-approved messaging and omitted materials (like disclosures) which were
legally required.
Merrill deployed slideLocker and
solved all of these problems within 90 days. Now, at the same company:
• Data-driven materials are updated
automatically with no human effort
• Sales teams can create custom
presentations and proposals, tuned to their audience, complete with custom
cover pages and business card pages in minutes
• Material usage and sales activities
can be reported on for management purposes
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Merrill Corporation is proud to offer XBRL Complete,
a suite of services that meets - and has
options to exceed – the mandated requirements
for XBRL for mutual funds. For more information,
please click here or call 866-367-9110.
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