Private Client Group had several hundred client associates who used different tools to create content for client presentations. The result was inconsistent data, branding, and formatting presented to clients - all proving to be a constant struggle for the corporate marketing team.

Development and implementation of an Online Sales Tool Application that could be
completely managed by the client and featured:

• Administrative functionality to upload, manage, and change content based on user rights.
  
   
• User functionality that allowed for presentations to be created with a common look and feel; and delivery of consistent messaging. Also gave users the ability to share presentation.
  
   
• Reporting functionality to present usage reports based on volume.
  
   
• Third-party integration for up-to-the-minute financial data from live data feeds.
  
  
  • Approved content is uploaded and managed by central area.
    
     
  • Presentations can be customized to meet various client needs.
    
     
  • Users can manage multiple presentations at a time, create new presentation based off standardized templates, or make copies of past presentations.
  
   

National City has successfully rolled out Presentation Compiler tool to over 650 users. In 2008, over 4,000 presentations were generated.