Three Top-Five Asset Managers Triple Their User Base of Heartbeat Experts’ Pitchbook Management Solution

NEW YORK--(BUSINESS WIRE)-- Heartbeat Experts, the leading provider of pitchbook management solutions for the financial services industry, today announced significant increases in users for their solution at three of the top-five global asset managers. The increase in users included growth in Europe, Asia and Brazil. Growth at these firms is attributed to recent acquisitions, growth in emerging markets business and increased focus on minimizing compliance risk.

Jonah Meyers, CEO of Heartbeat Experts, said, “Financial services companies are growing through consolidation and are looking for a solution that saves money through efficiency. Our solution ensures sales and marketing teams function more efficiently and this value is seen as a key business objective for these enterprises.”

Larry Cohen, President of Heartbeat Experts, added, “Our clients have been making key acquisitions and seeing growth in Europe and emerging markets, driving expanded use of our solution. Dispersed, global sales teams challenge our customers to ensure up-to-date slides are presented to clients and meet more stringent compliance regulations. Our solution meets both challenges.”

Heartbeat Experts works with asset managers, private banks, wealth managers and investment banks to provide pitchbook management software, slide and presentation management consulting and real-time data integration for slide updates. The presentation management solution is used for marketing and sales effectiveness, helping enterprises update slides immediately with new data and implement compliance workflow. Heartbeat has 10 offices in New York, Chicago, London, Paris, Zurich, Singapore, Brussels, Duesseldorf, Madrid and Milan.

CONTACT:

Heartbeat Experts
Doug Lavender, 212-284-9605
douglasl@heartbeatexperts.com

KEYWORDS:   United States  Europe  North America  New York

INDUSTRY KEYWORDS:   Technology  Software  Professional Services  Banking  Consulting  Finance  Insurance

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