Client
Large National Financial Institution*
Engagement Length
3–4 months
Scope
Go-to-market pitch deck redesign, sales enablement strategy, messaging architecture, buyer-centric storytelling, and seller adoption support.
As the institution prepared to roll out a refreshed go-to-market (GTM) strategy across its national sales organization, leadership identified a familiar challenge common in large financial services firms.
While the existing pitch deck was comprehensive and accurate, it was not optimized for modern, consultative selling:
As a result, sales conversations often defaulted to feature walkthroughs instead of strategic, outcome-driven discussions. Incremental edits would not solve the issue. The organization needed to transform its GTM pitch deck into a true sales enablement tool.
Noetic Sales Enablement partnered with sales leadership and cross-functional stakeholders to redesign the pitch deck from the ground up—shifting it from astatic presentation into a scalable, consultative sales asset.
The work focused on four key pillars
To ensure adoption across a large sales organization, Noetic applied a seller-first enablement lens:
This focus on usability ensured the pitch deck would be consistently used and leveraged as a complimentary tool to sales conversations.
The pitch deck was intentionally built to support live, consultative selling:
This structure allows the same deck to be used across prospecting, discovery, and proposal discussions—improving consistency while increasing flexibility.
Complex financial products were reorganized into a clear, outcome-oriented value framework. This approach:
The result is a value story that helps sellers confidently articulate why the solution matters, not just how it works.
The redesigned deck leads with the client’s reality, not the institution’s offerings. Early sections focus on:
By anchoring the narrative in buyer context and urgency, sellers are able to engage clients earlier and position solutions more naturally.
Noetic supported the full vendor evaluation process, including:
Once the decision was made to proceed with a CRM RFP,Noetic translated qualitative findings directly into functional and strategic requirements.
The RFP was designed to:
Rather than producing a binary “replace vs. stay”answer, Noetic delivered a nuanced evaluation outlining
This enabled leadership to make an informed decision grounded in evidence, not anecdote.
Noetic conducted in-depth interviews with cross-functional teams spanning sales, services, partnerships, digital strategy, destination development, integrated brand, public relations, research, and executive leadership.
The assessment focused on
All feedback was coded, analyzed, and synthesized into a structured qualitative read-out to separate perception from root cause and highlighting systemic versus team-specific opportunities for improvement.
Framed all enablement content and sessions from the client’s perspective—helping sales teams tell a cohesive, value-driven story that connected directly to buyer needs.
Integrated speakers from product, legal, and operations into kickoff and onboarding sessions to strengthen alignment, trust, and shared ownership.
Consolidated product launch materials and sales resources into a single, intuitive enablement hub.
Sales teams gained a clear, consistent, and confident GTM story.
Client conversations shifted from product explanations to outcome-driven discussions.
Leadership established a repeatable framework for future sales and marketing materials.
The deck became a foundational asset supporting onboarding, training, and ongoing sales enablement initiatives.
Most importantly, the organization elevated how it shows up in client conversations—moving from presenting information to guiding strategic decision-making.
With primary colors and Bauhaus geometry, this design represents the idea that simple, essential elements can build extraordinary results.
Designed by Wingmate Studio