Pitchly Helps Investment Banking Marketing Earn New Clients

Posted by Pitchly on May 17, 2022 6:00:00 AM

Investment banking is becoming a very crowded industry. According to the U.S. Bureau of Labor Statistics, the number of investment banks has increased nearly 20% since 2015. And they’re still growing. A growing number of investment banks equals increased competition for new clients. But investment banking marketing teams already have the tools needed for capturing new clients – their existing data. The problem is many advisors don’t know how to effectively use it to their advantage.

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Topics: Using Pitchly, Investment Banking Marketing

How the Pitchly Tombstone Builder Makes Your Job Easier

Posted by Pitchly on Apr 19, 2022 9:04:48 AM

How much time does your firm spend on creating tombstones? One, two, three-plus hours per project? If you’re not automating the process with the Pitchly Tombstone Builder, no matter how long it takes, you’re wasting valuable time.

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Topics: Using Pitchly