Who are we?

We’ve seen too many inefficiencies fly under the radar and hold companies back. Our expertise in through-channel marketing and field sales support enables small marketing teams to support distributed sales forces at scale.

Financial Industry

Magnify Impact & Increase Agility with a Single Platform

Free your advisors to customize assets for more effective engagement with powerful channel marketing automation.

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Liberate Your Field Sales Advisors

Leads grow cold when advisors waste time searching through disparate systems and waiting on custom content from marketing teams with limited time and thousands of content requests. Advisors need the freedom to promptly tailor content and align themselves—and their assets—to the prospect meeting lying directly in front of them. In the heat of making a deal, easily accessible, customized, and approved content is critical for advisors to convert prospects to customers. 

Consider these stats:

  • The average marketer spends nearly 4 hours per week collecting, organizing, and analyzing marketing data from different sources.

  • More than 60% of field sales reps’ time is wasted on administrative responsibilities and other non-selling activities.

  • A quarter of every dollar spent on content marketing in the average mid-to-large B2B firm is wasted on inefficient content operations.

Triptych provides advisors with one platform to find, customize and deliver content that’s accurate and relevant to their current and prospective clients. With flexible formats and various delivery options, advisors are in prime position to have meaningful face time and productive conversations with customers. 

A fortune 200 financial services company has increased their number of customized materials for their sales teams by 902% with Triptych

With nearly three quarters of consumers expecting advisors to recognize their specific needs and expectations and 56% expecting their offers to always be personalized - can your organization afford to leave your network of advisors without instant access to customizable content?




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