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.
PRESENT ANYTIME, ANYWHERE WITH VIDEO PDFs
Always be there with the client
Ensure that your clients are fully informed and engaged with their financial plan. Help them feel more educated and empowered.
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
Go beyond written word
Explain key documents such as investment reports, financial plans, and account statements clearly and effortlessly.
STAY TOP-OF-MIND
Deliver value
Build lasting connections with clients by consistently providing relevant, valuable insights and resources.
VIDEO NARRATIONS
Deliver impactful advice
Upload your PDF presentation and press record. Make changes even after sharing your Video PDF link!
ALL-IN-ONE RESOURCE CENTRE
Share key documents in built-in data 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 engagement analytics
Identify the most engaged prospects and clients. Tailor your communication and follow-up strategies.
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.”
SEO, Marketing Automation
“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
“DeckLinks is hands down the best deck analytics I have ever used. The interface is nice and sleek, insights are clear, and they allow me to track all of my outreach.”
Adadot
“DeckLinks is very easy to use and has robust analytics. I can drill down on one user’s experience with a deck or all the recipients so I can make actionable changes.”
Overlapp