DECKLINKS FOR FINANCIAL ADVISORS

Grow your practice

Boost client engagement with personalized video explanations of key financial documents and actionable analytics.

Custom branding
Showcase your brand.
Video narrations
Easily video-narrate PDF presentations or key documents when needed (otherwise video is optional). Redo slide if you made a mistake. Use built-in teleprompter to record longer videos.

Data rooms
Attach any supporting files and links. Make it easy for your prospects and clients to find the right information quickly.

Company profiles
Create company profiles with custom banners and info-packages tailored to different industries.
Contact details
Show your contact info easily accessible by your prospects and clients.
Custom CTAs
Add custom CTAs to drive prospects or clients to your calendar, sign up form, etc.
Engagement analytics
See how prospects and clients interact with your PDFs.

Feedback and Reactions
Collect feedback from prospects and clients. Feedback and reactions are not publicly visible.
Share PDFs
Share any existing PDF presentations and documents.
Live links
Share with a single link. Update files even after sharing your link. Get notified when your PDF is viewed. Turn off access anytime.

Pocketed using video presentations
Wattpad using video presentations
In-House using video presentations
Troopster using video presentations
Overlapp using video presentations
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.

Financial advisor
MAXIMIZE CLIENT RETENTION

Drive referrals

Provide a more engaging and personalized customer experience. Strengthen relationships with your clients and drive more customer referrals.

Financial advisors building customer loyalty
SHARE PROACTIVE ADVICE

Go beyond written word

Explain key documents such as investment reports, financial plans, and account statements clearly and effortlessly.

Financial advisor recording video PDF
STAY TOP-OF-MIND

Deliver value

Build lasting connections with clients by consistently providing relevant, valuable insights and resources.

Financial advisor recording video PDF
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.

Share files in the best virtual data rooms
ANALYTICS

Access PDF engagement analytics

Identify the most engaged prospects and clients. Tailor your communication and follow-up strategies.

Document tracking analytics dashboard DeckLinks

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

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We're happy to answer all your questions!

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