Finance · Business Development & Marketing
Vendor brochures
Printed or digital sales material from an outside supplier describing the services it offers to a financial firm.
What it usually contains
- Overview of the vendor's services and coverage
- Product features, data sources, or platform capabilities
- Pricing tiers, subscription levels, or fee structures
- Client references, case examples, and credentials
- Contact details for sales representatives
What the assistant uses it for
Use to compare potential suppliers of market data, research, marketing services, or technology, and to answer what a vendor offers, at what price, and on what terms.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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