NexJ PitchBook is an iPad app that makes it easy for front-line staff to engage with customers and educate them on their product and service options. With NexJ PitchBook, users can deliver the most current information to customers and prospects and personalize the sales and service process like never before. Customer conversations are interactive, informative, and memorable. Configurable sales flows ensure customers always receive consistent messaging and product information. Front-line staff can launch workflows such as client onboarding and KYC during the conversation and submit them for approval to increase the efficiency of customers interactions.
Users can share infographic educational materials and annotate them using the tablet’s touchscreen or keyboard. Once complete, users can share a video of the presentation, including annotations and voiceover, to help customers remember the conversation and make the right decision.