Financial service companies invest $17 billion a year on marketing retail products.* But how do you actually sell? Learn more: http://www.showcaseworkshop.com

1. Financial product sales, simplified

2. Financial service companies
invest $17 billion a year on
marketing retail products.*
*Source: Consumer Financial Protection Bureau, Nov 2013.
Excludes marketing for retirement & investment products.

3. $54 dollars per
person a year.
All intended to educate customers
and get them to consider you for
their financial needs.

4. Customers expect their
money to be handled in
a modern, high-tech and
secure environment.
Will your sales people
bring that to life?

5. What was quoted and discussed?
What collateral was shared with the customer or prospect?
What was the follow-up promised by your sales person?
What if you knew all of this with 100% certainty?
You measure
everything else.
Imagine if you could
measure these
meetings?

6. Showcase is bank grade.
It’s already used by global
and regional banks.
✔ PCI DSS Level 1 and ISO 9001 compliant;
third party penetration tested
✔ Activity logs simplify compliance reporting
on all content usage
✔ Integrates with existing MDM
(Mobile Device Management) systems
✔ Optional PIN inside the Showcase for
additional security of sensitive content

7. Showcase dramatically
improves your team’s
consistency and
professionalism.
✔ Everything they need is current and at
their fingertips.
✔ Rates, benefits, requirements always
available, in branch or at the client.
✔ Approved content can be shared instantly
with customers, from Showcase.
✔ No need to recreate new content; use
existing videos, slides, documents and
PDFs.

8. – W Edwards Deming
Showcase gives you 100% visibility on who
is using the information you provide to help
increase sales and profitability.
It measures what your sales team shares
with your customers.
And it measures when customers access it,
so follow ups can be made.
Measure it constantly. Improve what works.
Discard what doesn’t.
“You can’t manage what
you don’t measure.”

9. “There’s a lot of power in
Showcase. It’s easy for
us to push updates to our
team in every country
at the touch of a button.
Keeping our offer updated
and consistent, then
delivering it in an easy way
is really useful for us.”
MATT GARDINER. RABOBANK.

10. It’s time to raise
presentation
impact and sales
performance.
Showcase provides best practice consistency
and 100% accuracy in the presentation of
current sales collateral.
We help you guide your team through the
process of sales and follow up until they close.
And it’s as simple to use as PowerPoint.

11. One more thing.
We can be the single source of
truth, across your business.
✔ Essential sales information
✔ Use the optional PIN for training or internal
information
✔ Handoff to other apps and backend systems
✔ Content is fully encrypted with ability for remote
delete (or deploy Showcase inside your existing
MCM)

12. We’re all over
the world.
And many of our customers have
embedded Showcase in their
communications infrastructure
since 2012.

13. Let us prove it to you.
We’ll build you a demo, test it with your people and
prove that it works.
When can we start?

14. inquiries@showcaseworkshop.com showcaseworkshop.comNZ: 19 Blair Street,
Wellington, 6011
US: 510 Red Hill Avenue,
San Anselmo, CA 94960