Salesframe Case United Bankers
United Bankers Simplified Client Meetings and Sales Materials with Salesframe
United Bankers needed a better way to prepare for client meetings and keep materials organized. After several mergers, content was scattered and outdated, making it hard for advisors to stay on message. With Salesframe, materials are now centralized, easy to present, and quick to adjust during client conversations without breaking the flow.
About United Bankers
United Bankers is a Finnish investment group offering asset management and financial services to private clients and institutions. Their sales team includes private bankers and advisors who cover a wide range of topics in meetings, from portfolio updates to product insights.
The Challenge
After years of growth and system changes, client-facing content had become difficult to manage. There was no central place for advisors to find and present up-to-date materials. Meetings were harder to prepare for, and when a client changed the topic mid-discussion, it was difficult to respond smoothly.
Preparing for each meeting took time. There was no visibility into what content clients engaged with, and no shared structure for consistent visual quality across the team. For busy advisors, it was clear that something needed to change.
The Solution
Salesframe brought clarity to how materials are managed and used. Advisors now access all presentations, product sheets, and client-facing content from one platform. Materials are easy to update and always available, whether in the office or during a meeting.
Conversations flow more naturally, because advisors can follow the client’s lead and adjust content in real time. After the meeting, follow-ups are sent with trackable links that show what content the client viewed.
Salesframe also helped standardize visual quality and simplified the process for less technical team members. Everyone works from the same structure, no matter their background or personal workflow.
“Salesframe has delivered substantial added value by centralizing our materials and simplifying our client interactions. Our entire team, regardless of technical skill, finds it intuitive and highly beneficial.”
— Joonas Kairajärvi, Private Banker & Team Leader, Private Sales
The Outcome
Salesframe helped United Bankers reduce preparation time and improve meeting flow. Client conversations are more flexible, content is easier to manage, and follow-ups are based on real engagement. Reps spend less time on admin and more time focusing on the client.
Used Features
Centralized content management
Mobile and desktop access during meetings
Customizable presentation structure
Trackable follow-up links
Shared library across the entire sales team
About Salesframe
Salesframe is a leading sales enablement tool in the insurance and financial services sector, utilized by sellers, managers, KAMs and more.
Book a quick call with our sales enablement specialists and see Salesframe in action!