Making a great sales team even better 

This trillion-dollar asset manager didn't have consistent, compelling pitches on its top 25 investment strategies.

Our interview methodology with sales and product specialists uncovered what clients really care about, and what sales really needed. From that, we created a new sales tool—the fund story, a marriage of narrative and design that emphasizes visuals, a clear message, and simplicity.

Our fund stories have helped one of the industry’s best sales and product specialist teams engage in better client conversations and generate higher revenues.