DECKLINKS FOR FINANCIAL ADVISORS
Grow your practice
Boost client engagement with personalized video explanations of key financial documents and actionable analytics.
Showcase your brand.
Create company profiles with custom banners and info-packages tailored to different industries.
Show your contact info easily accessible by your prospects and clients.
Add custom CTAs to drive prospects or clients to your calendar, sign up form, etc.
Collect feedback from prospects and clients. Feedback and reactions are not publicly visible.
Share any existing PDF presentations and documents.
INSIGHTS FROM INDUSTRY EXPERTS
Personalize illustrations, track engagement
Discover how top advisors use video PDFs to engage clients.
David Lee
Desjardins
Reh Bhanji
Desjardins
MAXIMIZE CLIENT RETENTION
Drive referrals
Provide a more engaging and personalized customer experience. Strengthen relationships with your clients and drive more customer referrals.
SHARE PROACTIVE ADVICE
Always be there with the client
Explain key documents such as investment reports, financial plans, and account statements with video PDFs.
STAY TOP-OF-MIND
Deliver value
Build lasting connections with clients by consistently providing relevant, valuable insights and resources.
VIDEO NARRATIONS
4x content engagement
Deliver impactful advice with Video PDFs. Upload your PDF presentation and press record. Make changes even after sharing your Video PDF link!
CONTENT ROOMS
Reduce back and forth by over 50%
Share key documents in built-in content rooms. Attach investment reports, financial plans, and account statements to your presentation. Make it easy for your clients to find the right information quickly.
ANALYTICS
Access PDF engagement analytics
Identify the most engaged prospects and clients. Tailor your communication and follow-up strategies.
A unified hub for sharing documents. Ensure recipients have access to the latest files.
Record your screen and embed the screen recording in your PDF. No browser extensions required.
Set a password and ensure only the right people can access your links and files.
Add custom Call-to-Action buttons to drive viewers to your calendar, sign up form, etc.
Embed video files or YouTube videos in your presentations or documents.
Securely share presentations and files. Turn off access at any time.
and more
Grow your financial practice faster
Captivate your clients with personalized experiences and help them feel more informed and empowered.
Used by teams of all sizes
See what our customers say about DeckLinks
“When I started using video narrations and explaining my sales presentations and proposals the engagement increased on multiple levels.”
B2MS
“DeckLinks makes my life that much easier, saving me hours of back-and-forth and providing our partners a centralized data room to fall back on!”
Pocketed
“We love DeckLinks and its one of those tools that has made a real difference in our sales process! It helps us remove complexity from our sales decks.”
Adadot
“DeckLinks has been a game-changer for us. Document tracking makes it so much easier to prioritize sales opportunities and close deals faster.”
Opnbx
