Case Study: Global Fortune 500 Financial Institution delivers up-to-date, personalized sales presentations and lowers admin overhead with Mediafly

Mediafly Offers Global Fortune 500 Brand a Competitive Edge

Global Financial Institution, a global Fortune 500 financial services firm, needed to streamline sales and marketing operations—particularly within its asset management unit where frequent regulatory changes made secure, up-to-date distribution of product information critical. After evaluating options, the organization selected Mediafly and its sales enablement/Evolved Selling solution to integrate with existing content workflows and reduce administrative burden.

Mediafly implemented its sales enablement platform with integrations to the firm’s business systems, enabling advisors to create dynamic, personalized presentations and update content multiple times per day. The Mediafly solution lowered admin overhead, cut printing spend (removing the risk of leaving printed collateral behind), ensured advisors had the latest fund information in every meeting, and helped the firm differentiate in a crowded market.