ROLE: Content Marketing Manager, Trovata.io
COMPLETED: Q3 2023
CONTEXT: Trovata is an enterprise SaaS platform for corporate finance teams that enables them to manage their multi-bank cash from one single sign-on. Finance teams can analyze cash flow, send payments, and forecast cash with AI. Wells Fargo is one of Trovata’s investors and also a channel partner. Trovata is an attractive solution for Wells Fargo clients who want a more robust user experience and multi-bank cash management capabilities.
OBJECTIVE: To help the Sales Directors at Wells Fargo who work with clients in the Commercial Real Estate industry explain the benefits of cash management automation with a tool like Trovata.
The following is a white paper I produced for Trovata that Wells Fargo’s CRE team shared in their customer newsletters and their online resource portal:
RESULTS:
- Wells Fargo sent this white paper in a newsletter to its CRE customer database and posted it on its resource portal
- Helped generate 50% more product demos for Wells Fargo CRE customers post-launch