PitchBook
A leading global bank leveraged PitchBook for its Wealth Management business on OutSystems, enabling client-facing teams to quickly create compliant, personalized pitch presentations. The solution offers a centralized library of approved content where users can search and select material, create and manage campaigns, add region-specific disclaimers and glossaries, preview presentations, and generate client-ready PPT and PDF outputs. Role-based access for Pitch Creators, Content Owners, and Tool Administrators is supported by approval workflows, reporting, and governance capabilities. The team provides ongoing L3 application support, maintenance, enhancements, platform and security upgrades, and OutSystems license management.
