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
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.
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.”
Sascha Hoffmann
B2MS
“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 is easy to use and has helped me close so many deals. Any company needs to be more face to face and this is the perfect software for it.”
InHouse Creative
“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