Highspot for Financial Services

Drive revenue. Deepen client relationships. Maximize productivity.

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Deliver Compliant, Centralized Content

Organize content in one place to make it easy for your client-facing teams to find what they need fast. Ensure they always have the latest on-brand messaging with version control and content sharing capabilities.

Build Trust Through Personalized Engagements

Deliver relevant, personalized content to clients with the right context and at the right time.

Optimize Training and Onboarding

Easily build lessons and courses, shorten ramp times, and reinforce knowledge at the moment of need. Leverage best practices to elevate team skill sets and knowledge.

financial services sales enablement features

Highspot integrates with our CRM and has smart controls to govern content. We now have a future-proof platform that can scale with us.

-James Bickerton, Global Head of Client Development, HSBC
James Bickerton
Highspot Benefits
perfect match for workflows
The Perfect Match for Workflows
Highspot naturally fits into the workflow of your client-facing teams and integrates with your CRM and other tools you have in place.
prepare reps in the field
The Right Content at the Right Time
Deliver personalized experiences and quickly access campaign content and other collateral that drive sales.
search and discover with ease
Searching Made Simple
Industry-leading search, recommendations, and predictive content so your teams can quickly find the compliant content they need.
tailored and compliant content
Optimization Through Analytics
Learn what’s working with your collateral, training, and client engagement. Leverage those insights to scale best practices across your organization.
Drive More Revenue
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