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Next Generation Automation Platform Empowering Sales, Automation & Service Teams – North America

June 1, 2018

The Company’s cloud-based platform is used for Client Reporting and Sales Enablement to automate the creation of a powerful data-driven sales experience: client, investor, and other mission-critical presentations, reports, and collateral. The most popular uses cases include investment reviews, pitchbooks, and fact sheets for the investment management industry. The platform’s technology supports automation of PowerPoint, Word, Excel, PDF, with data connections to modern REST/JSON APIs, XML Web Services, SQL, Salesforce.com, SharePoint, and also empowers users to build their own data connectors.

The Company is in the process of adding new clients and converting existing clients to its next generation platform at higher profit margins. As a result, revenues and profits are expected to increase dramatically as the roll out progresses. In 2018, management projects revenue will grow 22.3% over 2017 and EBITDA will rise 72.6%.