Matik for Financial Services & Insurance

Automate the creation of presentations, documents, and reports directly from your data
Compatible with
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Connect Matik to

Gainsight
Google Sheets
Salesforce
Productboard
Hubspot
+ more

Use Matik to Automate

Recurring Presentations
Always have up-to-date metrics at your fingertips for weekly, monthly, or quarterly team meetings.
Internal Reports
Share the latest metrics with your team without having to manually copy and paste information.
Team Updates
Instantly refresh metrics for leadership updates with live data embedded directly in decks or sheets.

Matik Features for Financial Services & Insurance

Basic Automation

Matik automates text, visuals, and tables from your data sources, generating ready-to-share content in slides, documents, spreadsheets, and emails.

AI-Powered Automation

Matik’s AI generates insights, executive summaries, talk tracks, and new templates - automating impactful storytelling and smarter content creation.

Smart Automation

Automatically tailor content with Matik’s if-then logic and slide looping, ensuring each deck fits its audience and context perfectly.

Workflow Automation

Matik streamlines content delivery: schedule, bulk or trigger generation, generate from Salesforce, and send personalized attachments via email automatically.

Content Management

Manage content efficiently with Matik’s slide library, custom templates by user, analytics, and custom save locations for easy, organized access.

What Our Customers Say

“An internal solution is great if you have one template with no variation - basically just one story for all customers. But if you have anything beyond that, then you need a tool like Matik."
Sara Bonanno
Revenue Operations at Zapier
“Matik is shifting the bulk of Business Review prep from ‘creating slides’ to ‘creating meaningful outcomes.’”
James Miller
Manager, Client Success at Bazaarvoice
“One of our largest initiatives is value selling. With Matik, we’re able to enable CSMs to provide tactical feedback on how customers can uplevel their ROI with Samsara, which means that they have more confidence in building relationships with customers. Without it, the insights would not be nearly as powerful.
Salim Salha
Sr. Sales Operations and Strategy Analyst at Samsara

FAQ

How can Financial Services & Insurance teams automate content with Matik?

Matik automates charts, tables, text, and visuals from CRM, BI tools, and spreadsheets—helping teams quickly generate financial reports, client presentations, and regulatory documents.

How can Financial Services & Insurance teams personalize content for different stakeholders?

Using if-then logic and AI insights, Matik tailors client reports, compliance decks, and executive presentations for each audience, ensuring accuracy and relevance.

How can Financial Services & Insurance teams scale content creation across multiple clients or departments?

Matik supports bulk generation, triggered workflows, and automated delivery, enabling consistent, personalized content at scale.

Can Financial Services & Insurance teams use AI to generate insights or summaries for their content?

Matik’s AI generates executive summaries, key metric highlights, and trend insights, allowing teams to focus on analysis and client engagement rather than manual prep.

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Platform
How It WorksAISecurity
Features
Basic AutomationAI-Powered AutomationSmart AutomationWorkflow AutomationContent Management
Data Sources
BI ToolsCRMsData WarehousesAppsSpreadsheetsREST API
Formats
PresentationsDocumentsSpreadsheetsPDFEmail
Integrations
HighspotSalesforce
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