Solution Provides Sales Enablement Automation with Next Generation Pitchbook, Client Reporting and Document Generation for Asset Management and Financial Services Firms

Boston, MA -- November 14, 2019 -- Bigtincan (ASX:BTH), the global leader in sales enablement automation, today announced the release of Bigtincan Financial Services. This announcement was made today during The Summit for Asset Management, taking place in Boston, Massachusetts.

Bigtincan Financial Services provides a comprehensive offering that brings together sales content management, sales training/coaching, and automated document creation in a single digital experience. These capabilities allow financial services firms to ensure sales and service professionals have access to the best content, learn rapidly and spend less time creating personalized client content such as pitch books, client reports, proposals, and marketing collateral.

Pulling from experience in working with a number of notable customers in the financial services vertical, including State Street Global Advisors, Mass Mutual, and John Hancock, Bigtincan Financial Services is powered by the company’s recent acquisition of XINN, the 18-year leader of innovation in the space.

“XINN solved the major hurdle of building data-driven document automation workflows at scale with a wizard-like interface that requires no coding,” said Patrick Welch, President and CMO of Bigtincan. “The technology enables companies to dynamically assemble content with live up-to-the minute data for a truly personalized customer experience.”

Key capabilities and benefits of Bigtincan Financial Services include:

  • Industry-specific domain knowledge for Bigtincan’s automated sales content management platform that drives increased adoption by recommending best practices and targeted content however teams are organized; region, channel or vertical.
  • Best-in-class document automation, to automatically and dynamically assemble personalized pitchbooks, proposals, marketing collateral and client reports with live data feeds and interactive content.
  • Integrated modern Learning Management System (LMS) with micro learning and video coaching capabilities to improve sales force education and retention, helping sales representatives better engage with consumers and financial services professionals.
  • Out-of-the box integrations to enterprise software systems including CRM, Marketing Automation, CMS, Accounting, Record Keeping, Performance Systems, Data Repositories and 3rd party Data Providers such as Morningstar.

To learn more about Bigtincan and Bigtincan Hub™, visit

About Bigtincan

Bigtincan (ASX:BTH) helps sales and service teams increase win rates and customer satisfaction. The company’s mobile, AI-powered sales enablement automation platform features the industry’s premier user experience that empowers reps to more effectively engage with customers and prospects and encourages team-wide adoption. Leading brands including AT&T, Thermo Fisher, Merck, ANZ Bank and others rely on Bigtincan to enhance sales productivity and fuel customer engagement. With global sales and marketing headquartered in Boston, Bigtincan also has offices across EMEA, Australia and Asia. To discover more about how your organization can benefit from the Bigtincan Hub platform, please visit or follow @bigtincan on Twitter.


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