Over the past month, NimblePitch has been working on a presentation demo for a local financial services company. The goal is to replace their existing introductory meeting playbook with an interactive NP tablet presentation. They also want to provide their prospects with a secure and personalized URL that lets their prospects revisit saved topics, products, and services as well as the complete presentation.
We recently had the chance to unveil the demo and see the presentation tool in action. After about 15 minutes of instruction, one of the tenured members of their team volunteered to role play a typical introductory meeting using NimblePitch. This rep was a first time iPad user and was interacting with the NimblePitch presentation tool for the first time.
To our delight, he picked up the iPad with the presentation loaded and began seamlessly syncing the new digital visuals with his usual verbal presentation. He was pleasantly surprised that he was able to easily tangent from his typical presentation to an overview about IRAs as a question came up, and save the topic for the prospect (us) to review later. He went through about 10 minutes of his presentation and had no trouble adjusting to the user interface of each of the topics.
Success! This was a milestone for us — to witness how easily someone could take up the NimblePitch presentation tool and leave paper behind.
Interested in NimblePitch for your Financial Services company?