CX vs CS

 

Who are we?

We’ve seen too many inefficiencies fly under the radar and hold companies back. Our expertise in through-channel marketing and field sales support enables small marketing teams to support distributed sales forces at scale.

Financial Industry

Financial Services Sales Enablement Meets Regulatory Compliance

Ensure that every piece of content your financial advisors create adheres to the highest standards of SEC and FINRA compliance, seamlessly integrated into the Triptych platform and automatically distributed across your entire organization.

  • Manage compliance risks with  pre-approved compliant content

  • Intelligent personalization for client-relevant marketing & sales materials

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A Financial Marketing & Sales Portal In One Streamlined Platform

Triptych’s marketing and sales enablement platform is tailored to advisor-specific needs, giving them the freedom necessary to close deals. Marketing managers benefit too with the ability to measure the success of their content as it’s consumed by advisors. Triptych delivers sales and marketing alignment at its finest, allowing you to stop wasting resources on inefficient processes and depleting your budget.

Baird

 

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21-Year Customer, 2 Years on Triptych Platform

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Customer Product Input at Quarterly Business Reviews

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Highly regulated industry requiring strict adherence to compliance rules

TT_Personalized

Minutes vs. Days to provide each personalized content item to customers

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Hundreds of content items managed by Triptych content engine

2380

Triptych users and growing

26
%

user growth over the last 2 years

6200
+

personalized content generated each year

4600

marketing support hours saved each year

2
.5

marketing FTEs saved each year for managing content

100
s

of financial compliance updates managed each year

Sales Enablement

Help advisors operate more efficiently with intelligent distributed marketing that delivers customizable, compliant content instantly, in the media of their choice.

  • True omnichannel solutions

  • 24/7 on-demand content availability

  • Intelligent content customization

  • Pre-approved, legally compliant content

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Marketing Enablement

Take the burden off the marketing team by scaling your marketing resources up to 10 times. Allow your team to be strategic in their marketing efforts and assist more of your advisor network, with the help of:

  • Truly centralized asset management

  • Data integration for pre-approved compliant messaging

  • Automation to eliminate repetitive tasks

  • Scalability to enable efficient personalization

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Business Administration

Sales and marketing operations impact the entire organization—legal is involved with regulations that impact consumer messaging, and financial is concerned with attribution. Triptych’s intelligent marketing and sales enablement delivers organization-wide coordination.

  • Content automation improves speed to market

  • Business intelligence eliminates defective content

  • Automated compliance reduces costly infractions

  • Vendor agnostic integration offers efficient centralization of tools

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Manage Advisor Needs & Satisfy Compliance with Distributed Marketing at Scale

1,500 network advisors can’t rely on 5 marketers to deliver custom content efficiently and effectively. With Triptych, advisor support teams can work at scale using cloud-based marketing automation and sales enablement.

Bypassing clunky compliance approvals by offering pre-approved content keeps advisors from creating potentially damaging content. Even in advisors’ fast-paced environment, Triptych ensures every piece of content remains aligned with the highest degree of legal compliance automatically and is delivered effortlessly across your entire organization.

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Empower Your Advisors
with Customizable Content

Without adequate tools and support, advisors easily become defeated by the inability to prepare for suggesting and securing deals, and marketing teams become frustrated with the inability to strategically create content.

Triptych intelligent financial services sales enablement gives advisors instant access to resources easily customized to fit the way they sell and speak directly to the needs of their clients. Marketers benefit from real-time data demonstrating effectiveness, so they can concentrate on creating content that sells.

Learn how Triptych makes it possible for you to elevate
your advisor network without straining your marketing team.

 

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Automation to Save Time and Money

If one representative personalizes a quarterly brochure or report, the cost is a drop in the bucket. When hundreds of advisors in a large, distributed sales force do the same, suddenly the time and resources of repeatedly creating, printing, and shipping add up.

Take the weight off the advisor support team and increases efficiencies 10 to 1. Triptych’s marketing resource management stores those quarterly brochures and reports in the cloud and automatically distributes them on a subscription basis.

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Partner Marketing Means Spotlighting Your Brand with the Advisors

Branding teams put a lot of thought into your organization’s image and messaging—why risk any damage to them? By providing an easy-to-use toolkit for advisors to create their own content in, you are making the content effective for your advisors without sacrificing brand.

Triptych offers your advisors the ability to customize content for their audience with on-demand assets that your team pre-approved. Whether they’re selling a specific product or the entire line, you can be confident they’re demonstrating your organization’s high standards to their clients.

"A financial services customer has increased their digital transformation initiatives by over 1900% in 4 years through the use of Triptych."

Continue The Journey

 

From the Blog

Get caught up to date on the trends seen in the industry
3 min read

How customized content can help you connect with your customers in the financial industry.

Oct 16, 2019 by Mark Stecker

The financial industry is crowded, overhyped, and untrustworthy. There’s more technology, competition, and regulation...
3 min read

Sales compliance: How to conquer misalignment amid heavy regulation

Aug 30, 2019 by Jay Thomas

Compliance is a significant concern for any company subject to strict legal regulations. Industries, like finance,...
3 min read

How to produce financial services marketing that stands out.

Aug 19, 2019 by Triptych

“Guaranteed Protection. Growth Potential. Low Maintenance.” — Lincoln Financial Group. Phoenix Marketing International...

Learn more about Our Triptych Financial Platform

Give your financial advisors and their support team the tools necessary to facilitate productive conversations and close more deals at a quicker pace.