This Global Investment Bank's Challenge
A global investment bank, headquartered in San Francisco, has accumulated a wealth of transactional and historical experience data with its esteemed partners and clients. However, harnessing this invaluable information for marketing purposes had proven to be a time-consuming and laborious task, despite its potential to attract new clients.
The team wasted valuable employee time combing through and sorting the data to identify relevant transaction experience for each pitch. Developing tombstones was another cumbersome task.
Each tombstone took over two hours to create, and sometimes, they were trapped in multiple rounds of revisions.
The bank recognized this was unsustainable and became less scalable as their transaction volume grew. They needed a solution to help streamline their design process for pitch materials, like tombstones.
