vablet for Financial Services

Integrate vablet’s extensive security features with your existing digital asset management system for more productive (and compliant) sales.

Conference Meeting About Digital Asset Management Tools

Why vablet for Financial Services?

Enable Sales and Compliance Simultaneously

Financial services is a heavily regulated industry, meaning compliance is key and security and privacy are critical to business success. The broad range of services provided by the industry all depend on flawless protection of sensitive information. vablet integrates well with secure, regulated environments, keeping content secure and compliant while streamlining access to information for staff anywhere on the globe — no WiFi necessary.

How vablet Solves Common Problems in Finance

In the financial industry, there are a number of challenges you might be up against. Here are a few ways vablet can help.
Sensitive, regulated data can expose customers and the industry to the risk of compliance violation.

Solution: vablet works offline, protects sensitive files, gives the organization control and creates an audit trail to ensure regulatory compliance.

It’s difficult to know which materials our financial advisors actually use.

Solution: vablet tracks details on who uses specific content, when they use it and for how long.

I need a solution that allows my team to collect customer data in an offline environment.

Solution: All of vablet’s features extend beyond WiFi access, helping business-customer interactions continue without interruption.

vablet Platform Features

Compliance & Control
Manage file access permissions and update versions from one central point to ensure optimum compliance with HIPAA and other regulatory agencies.
Compliance & Control
Manage file access permissions and update versions from one central point to ensure optimum compliance with HIPAA and other regulatory agencies.
File Encryption
Your vablet files are encrypted in the cloud and accessible via one central point of administration in the cloud.
Rights Restrictions
Restrict file access, set expiration dates, and even postpone content access until specified dates and times.
Rights Restrictions
Restrict file access, set expiration dates, and even postpone content access until specified dates and times.
Content & Device Analytics
Capture content usage data from the field. See how reps are using your content and measure your content’s conversion effectiveness.
Salesforce Integration
Automate post-meeting updates, follow-ups, and note-taking tasks.
Salesforce Integration
Automate post-meeting updates, follow-ups, and note-taking tasks.
Fillable Forms
Available online or offline, fillable forms help reps compliantly capture customer data.

Built with mobility, flexibility, and compliance in mind, vablet ensures that field sales reps have the right content at their fingertips when they need it, even when there is limited or no WiFi.

Paul Pacun- Digital Asset Management Tools Expert“vablet was designed for security from inception.”


PAUL PACUN - CEO & SALES ENABLEMENT EXPERT, VABLET

Helping Sales & Marketing Boost Sales Efficiency

Today’s App Store world has made it easier than ever for sales teams to leverage technology when out in the field and access content on a device. But is that what really drives effective sales enablement?

In our podcast, you’ll hear vablet CEO and sales enablement expert, Paul Pacun, and Joy Milkowski talk through vablet’s unique features and how the platform helps marketing and sales teams boost efficiency and drive conversions to exciting new levels.

What the podcast covers:

  • Who benefits from using vablet
  • How to leverage the most impactful features of the platform
  • What separates vablet from other sales enablement technologies

LISTEN NOW

SEE VABLET IN ACTION

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