Pitcher Unveils Pitcher Pathways
Pitcher Pathways is a web-based, AI-powered solution that enables financial services firms and enterprise revenue teams to transform how they create and manage client-facing content.
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Pitcher, the provider of B2B Sales Enablement 2.0 solutions, has announced the launch of Pitcher Pathways, a breakthrough in content personalisation technology that makes data-driven, compliant content easy to manage and share at scale.
Pitcher Pathways is a web-based, AI-powered solution that enables financial services firms and enterprise revenue teams to transform how they create and manage client-facing content.
Designed to replace outdated, file-based legacy systems, Pathways is an easy-to-use solution that requires no technical expertise, so in-house marketing, compliance, and sales teams can comfortably manage the solution.
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Each Pathway is a live, data-connected presentation that replaces static slides and documents with interactive client experiences. Pathways pull directly from approved internal and third-party data sources — no reformatting or manual updates required.
With Pathways, organisations can maintain strict brand and compliance standards using intuitive, web-based templates. Compliance workflows and approval processes can be built directly into Pathways, ensuring that every client presentation is on-brand, up-to-date, and fully aligned with set requirements.
Branding and policy updates can be applied universally across all Pathways, ensuring every client interaction reflects the latest approved messaging and materials, and automatically ensuring version control.
Using Pitcher’s Intelligent Agent (PIA), Pathways automatically curates the right content, trends, recommendations, and financials to build trust and prove value with every client engagement.
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Advisors and reps also benefit from Next Best Action guidance, which suggests the best content to share or action to take to progress opportunities.
After a meeting, a Pathway can be shared as an interactive microsite to help clients make informed decisions. Pitcher tracks each action taken in the Pathway, providing valuable analytics to help teams fine-tune their approach with every client.
Pathways can be used across all verticals that Pitcher serves. Because the Financial Services sector has been historically underserved in the market, we look forward to providing organisations with enhanced administrative capabilities without inflated costs.
“Financial services institutions face a constant balancing act, needing to deliver hyper-personalised client experiences while staying efficient, fully compliant, and on-brand,” said Kevin Chew, CEO of Pitcher.
“Pitcher Pathways was built to solve this exact challenge. It gives firms the ability to create dynamic and data-rich presentations in seconds without relying on technical teams or outside services. It’s a game-changer for advisors and compliance leaders alike, matching internal agility with the attention to detail that clients demand.”
