How NorthCoast stays compliant while allowing sales to remain flexible

Jennifer Buck
Senior Vice President of Marketing
THE COMPANY

NorthCoast Asset Management provides long-term investment solutions for individuals, financial advisors and institutions.

Helping clients reach their investment goals by maintaining, refining and enhancing a competitive edge through continuous and comprehensive research.

COMPANY NAME

NorthCoast Asset Management

INDUSTRY

Investment

EMPLOYEE SIZE

40+

THE CHALLENGE

The marketing team need to provide sales collateral that meets compliance requirements while remaining flexible for the sales team.

It is also key that central slide updates get pushed to the sales team immediately to ensure compliance.

Finally, some slides should never have any content changed.

THE SITUATION

NorthCoast Asset Management operates in a highly regulated industry with strict compliance requirements for sales presentations. Additionally, the sales materials presented are customized to the needs of the customer and there is no one-size-fits-all approach.

THE CHALLENGE

The marketing team need to provide sales collateral that meets compliance requirements while remaining flexible for the sales team.

It is also key that central slide updates get pushed to the sales team immediately to ensure compliance.

Finally, some slides should never have any content changed.

THE SOLUTION

NorthCoastAsset Management turned to SlideHub to get a centralized repository of best-practice slides that makes it easy to:

  • Lock individual slides that should never have its content modified
  • Allow updates to seamlessly be rolled out to end-users
  • Allow sales to customize and pick and chose the best slides that meets their client’s need

BY USING SLIDEHUB

NorthCoast Asset Management can now ensure compliance and on-brand proposals while enabling sales to provide customized presentations to clients.

SlideHub makes it easier for us to be compliant, on-brand without sacrificing the option to customize proposals for our sales team

Jennifer Buck
Senior Vice President of Marketing
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