Business ToolsBigtincan® Launches Integrated Platform for Financial Services

Solution Provides Sales Enablement Automation with Next Generation Pitchbook, Client Reporting and Document Generation for Asset Management and Financial Services Firms
FTB News Desk FTB News DeskNovember 15, 20195 min

Bigtincan, the global leader in sales enablement automation, today announced the release of Bigtincan Financial Services. This announcement was made today during The Summit for Asset Management, taking place in Boston, Massachusetts.

Bigtincan Financial Services provides a comprehensive offering that brings together sales content management, sales training/coaching, and automated document creation in a single digital experience. These capabilities allow financial services firms to ensure sales and service professionals have access to the best content, learn rapidly and spend less time creating personalized client content such as pitch books, client reports, proposals, and marketing collateral.

Pulling from experience in working with a number of notable customers in the financial services vertical, including State Street Global Advisors, Mass Mutual, and John Hancock, Bigtincan Financial Services is powered by the company’s recent acquisition of XINN, the 18-year leader of innovation in the space.

“XINN solved the major hurdle of building data-driven document automation workflows at scale with a wizard-like interface that requires no coding,” said Patrick Welch, President and CMO of Bigtincan. “The technology enables companies to dynamically assemble content with live up-to-the minute data for a truly personalized customer experience.”

Key capabilities and benefits of Bigtincan Financial Services include:

  • Industry-specific domain knowledge for Bigtincan’s automated sales content management platform that drives increased adoption by recommending best practices and targeted content however teams are organized; region, channel or vertical.
  • Best-in-class document automation, to automatically and dynamically assemble personalized pitchbooks, proposals, marketing collateral and client reports with live data feeds and interactive content.
  • Integrated modern Learning Management System (LMS) with micro learning and video coaching capabilities to improve sales force education and retention, helping sales representatives better engage with consumers and financial services professionals.
  • Out-of-the box integrations to enterprise software systems including CRM, Marketing Automation, CMS, Accounting, Record Keeping, Performance Systems, Data Repositories and 3rd party Data Providers such as Morningstar.

To learn more about Bigtincan and Bigtincan Hub™, visit

FTB News Desk

FTB News Desk

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