Highspot for financial services
Earn trust with a unified GTM platform
Drive revenue and loyalty with enablement that helps client-facing teams deliver compliant, high-value experiences.
Drive revenue across financial services teams
Financial institutions face relentless pressure to meet rising client expectations, navigate complex regulations, and outperform growing competition. With Highspot’s unified GTM platform, client-facing teams are empowered to deliver personalized, compliant, and impactful experiences across every product line, channel, and interaction.
Wealth management
Deliver personalized, high-trust advice at scale. Highspot helps advisors prep faster, stay compliant, and grow AUM by embedding real-time guidance directly in their daily workflows.
Asset management
Support wholesalers and distribution teams with always-current materials, fund data, and sales playbooks, all governed for compliance and tailored by role.
Banking and lending
Arm bankers with the content, training, and coaching they need to engage clients with confidence. Surface role-specific insights and stay aligned to messaging and regulatory standards.
Insurance
Enable agents and brokers to pitch smarter and close faster with approved, client-ready content and in-the-flow coaching across captive and independent channels.
Transform how client facing teams work
Personalization at scale
Build compliant, buyer-specific Digital Sales Rooms with approved materials and proposals, tracked end-to-end. Advisors move fast, leaders see what drives client action.
Document automation
Generate client-ready docs in clicks with AutoDocs. Merge data, lock brand and disclosures, and cut prep time so advisors deliver accurate, compliant paperwork fast.
Guidance, training, and coaching in the flow of work
Embed Highspot in Salesforce and Outlook to guide every step, from first outreach to renewal. Agents surface the right content, plays, and next steps; managers reinforce skills with AI feedback and scorecards; enablement ties behavior change to measurable outcomes across books and branches.
Secure, compliant AI for financial services
Permission-aware AI guidance
AI-powered recommendations only surface approved, role-specific content and actions, keeping teams compliant without slowing them down.
Audit-ready tracking
Maintain a full audit trail of what was shared, when, and with whom, so you can prove compliance at any moment.
Protect client data
Customer information never leaves your environment and is never used to train external AI models, protecting privacy and meeting data residency requirements.
Automated compliance controls
Ensure the right disclaimers, disclosures, and product versions are applied automatically based on geography, channel, and client type.
Global compliance coverage
Support multiple regulatory frameworks, from FINRA to MiFID II, without sacrificing efficiency or personalization.
Identify and scale what works for financial teams
Team and rep scorecards
Track readiness, skills, and performance by individual, team, and region to see who’s on track, where gaps exist, and how to drive improvement.
Closed-loop content governance
Archive or update outdated materials directly from analytics dashboards to ensure only current, approved content reaches clients.
Performance benchmarking
Compare books, branches, and regions to uncover patterns in successful behaviors and campaigns.
Advisor activity insights
Understand how advisors engage with content, training, and clients, and link those actions directly to business results.
Highspot provides a fresh, exciting experience for our employees and has led to a community around content.
James Bickerton
Global Head of Client Development, Global Banking, HSBC
We have a source of truth for sales content. … We have data that empowers people to make the right decisions. … We can now say we have a knowledge network.
Swathi Padmanabhan
Senior Business Planning Manager, Visa
The unified platform makes a big difference. With everything available in one place, there is no need for sellers to click through to another platform.
Dana Klein
VP of Sales Strategy and Planning, Resolute Investment Managers
A high-performing go-to-market team starts here
Award-winning artificial intelligence
Agentic AI that acts with insight so every move makes an impact. Whether it’s moving a deal forward, scaling an initiative, or turning around a quarter, agentic AI helps GTM teams rise to the moment with clarity, confidence, and impact.
Actionable analytics
Turn every GTM signal into performance-driving insights. Track adoption, behavior change, and outcomes with unified analytics across content, training, coaching, and engagement to understand business impact and optimize your GTM strategy.
Industry-leading ecosystem
AI-powered execution embedded in every GTM workflow. Highspot connects with your GTM stack—Salesforce, Outlook, Slack, and more—embedding AI-powered guidance in daily workflows and enhancing the impact of your existing AI tools.
Enterprise security and compliance
Enterprise-grade security built for AI-powered go-to-market. Highspot safeguards your content and data with encrypted AI inference, role-based access, global compliance support, and a commitment to never using customer data to train models.
Conversation intelligence
Go beyond call transcripts. Measure, coach, and grow skills that drive performance. Highspot connects practice and real-world performance using a skill framework to evaluate calls, training, and Role Play, then deliver targeted feedback that drives growth.
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