eReportalDeck }

Collateral & Pitchbook Software

How responsive is your investment marketing and sales content strategy?

Scheduled Unscheduled

Coffee Talk No Worries.

eReportalDeck is a content production, governance, presentation and distribution platform. It serves the symbiotic
Start a Conversation Minh Nguyen Director, Relationships mn@vardentech.com 617.482.5902 x309 PitchbookSoftware.com strategies of Investment Marketing and Sales as they push for top-line. Empower both groups by achieving a content strategy that can be responsively custom, data driven, and interactively enriched. Produce pitch books, tear sheets, and other public collaterals effectively with data and graphical power. Gain governance, risk management, and greater presentation mediums.

Overview
Select Refine Distribute Track
Data Driven Native PowerPoint Standard PowerPoint has an integrated eReportalDeck toolbar for injections of data-driven content. Callable values, across enterprise sources, can dynamically populate charts, graphs, and tables. Sourced textual content can be set to merge with static ones (e.g. Dear
[FromCRM.Prospect_Name], please note that content here-in apply only to [FromAcctSys.CurrentDate]). Creative flexibility remains at the user level

+ +

while enterprise governance provides for otherwise manual maintenance of at-risk data content. Graphical Template Designer Alternative to PowerPoint, there is a deployed Template Designer with multiple graphical engines and design intelligence. PowerPoint and Designer-based content can be merged defining enterprise vs. desktop. Privileged Controls of Content Content can be managed by privileged internal users. Audited and workflow-guided controls can be as great as slide deletion/shifting, runtime data change, and desktop content merge with enterprise set. Privileged Self-Servicing Functions Some self-servicing functions include capabilities for privileged internal users to gain ad-hoc data aggregation. On-demand packaging can be privileged to merge static and dynamic slides into data-driven decks. Self-service targets user-level flexibility while limiting production labor with multiple risk suppression logics. Data/Operational Governance From custom data validations, responsive system intelligence, to operational and compliance guidance, enterprise governance can be defined in relations to user-level self-servicing and controls. Workflow Document workflow as well as open-ended process and data recon interrogation enable cross-enterprise participation. Presentation Mobility / Portal Publication Custom mobility via such devices as iPad enables internal users leverage of interactive presentation platforms where operational guidance and intel can be gained. Secure custom portals can be deployed for valued audiences to review expiring custom content. Digital distribution of content focuses on usage/operational intelligence while limiting risk.

+ Industry Presence

Sponsor
Money Management International Sales and Marketing

MMI

Sponsor
Association of Investment Management Sales Executives

AIMSE

Sponsor
Professional Assoc. of Investment Communications

PAICR