TOP FINANCE PRESENTATION SOFTWARE
BETTER DOLLARS AND SENSE WITH DIGIDECK
In the competitive world of financial services, you need dynamic assets to set your solutions apart from others. Whether you’re targeting retirement planners, large corporations, college students, or anything in between, antiquated presentation tactics just don’t cut it anymore. With DIGIDECK, you’ll elevate your proposals, portfolios, and QBRs into eye-catching, modern presentations complete with real-time analytics and data insights.
Trusted Partner of:
Trusted by Top Financial Leaders
More Than a Pretty Presentation
It’s no secret that DIGIDECK is the most visually appealing and dynamic presentation software on the market. But our users also can’t get enough of the value provided by the real-time analytics and time-saving automations.
Valuable Data Insights
See who viewed your presentation and when, as well as the time spent on each individual slide.
Instant Personalization
Automatically craft customized presentations thanks to our Master Deck. No more manual adding and deleting!
Management Perks
Stay aware of how many presentations each of your team members are creating and how they perform.
See For Yourself
Whether you’re looking to improve your proposals, client onboarding, employee training, wealth management presentations, DIGIDECK is a proven method of winning. Discover why financial leaders trust our platform by viewing real examples below:
What’s In It for Financial Services
As a financial services professional, you know the importance of valuable investments more than anyone else. With DIGIDECK, users are able to pour more time and energy back into their days, helping alleviate an overworked or burnt out staff. DIGIDECK users experience:
50% Time Savings on Content Creation:
- The average sales team spends more than 15 hours a week manually creating presentations for individual prospects. DIGIDECK cuts this time in half so you can focus on more important things.
20% Increase in Revenue:
- With clean & professional designs and real-time analytics that allow you to tailor your follow-up, prospects feel truly heard and trust you more than the next guy.
Assets Stored in One Place:
- Keep all your logos, PDFs, team headshots, case studies, and marketing materials stored in one place and swap them out as needed with just a few clicks.
Seamless Integrations With Your Favorite Tools:
- Enjoy connectivity between the software and tools you’re already relying on, like Salesforce, Microsoft Dynamics, Hubspot, and more.
Sales & Marketing Insights
Dive into the DIGIDECK Blog, where we cover sales and marketing tips and tricks, presentation dos and do nots, the benefits of using a presentation platform, and much more. Subscribe to receive this insider information directly in your inbox.
See Why Leaders
Like You Choose
DIGIDECK
We don’t find customers — we build partnerships.
DIGIDECK partners are made with every success story.
"The dynamic, interactive nature. Plus consistency controls via the Master Deck enable marketers to define the message, keep things up-to-date, and restrict changes. Customizations for the specific prospect make the content feel more tailored and unique."
"Editing and creative process. Insights and engagement. Branding and storytelling. Sales and marketing in lock-step. Access to design and creative team at DIGIDECK"
"I love that when a recipient opens the deck, I receive an email notification. After seeing they are viewing, I follow up and they typically get right back to me, as it is still top of mind."
"It is the main software behind our company's success. It transforms our sales into a relationship with our clients and helps us provide the best quality services. DIGIDECK is the name of business growth."
"Makes proposals uniform across different sales staff as well as keeping the assets and opportunities we present consistent. If you want a one-stop-shop for sales presentations and sales year-end recaps, DIGIDECK is your answer."
"It is the main software behind our company's success. It transforms our sales into a relationship with our clients and helps us provide the best quality services. DIGIDECK is the name of business growth."
Data-driven financial proposals are here.
Bring your finance presentations into the modern era with DIGIDECK and see just how efficient your sales process can be.
