Messaging Shift

Reframe features into customer outcomes

Instructions: Reframe messaging from feature-centric to outcome-centric.

Think about: What is the customer trying to achieve? What pain do they meet?

Keep each answer to 2-4 sentences max.
Example:
Feature: Excel Link
Feature-centric messaging: "You can link Excel to PowerPoint"
Outcome-centric messaging for IB, M&A: "Your comps stay synced, so you never pitch outdated numbers"
Question 1 of 7
PowerPoint Library
Audience: PE, IR Team
❌ Feature-centric messaging (bad):

"Browse pre-built PowerPoint templates and save them to a centralized library for team access"

✓ Reframe to outcome-centric (what PE & IR teams actually need):
0/500
Question 2 of 7
AI Co-Pilot
Audience: PE, IR Team
❌ Feature-centric messaging (bad):

"AI-powered assistant that generates text, edits documents, and provides writing suggestions in real-time"

✓ Reframe to outcome-centric (what PE & IR teams actually need):
0/500
Question 3 of 7
Track Changes
Audience: IB, M&A
❌ Feature-centric messaging (bad):

"Automatically records all edits, comments, and revisions with user attribution and timestamps"

✓ Reframe to outcome-centric (what IB & M&A teams actually need):
0/500
Question 4 of 7
Tombstones
Audience: IB, M&A
❌ Feature-centric messaging (bad):

"Access historical M&A transaction records, deal structures, and advisor involvement data"

✓ Reframe to outcome-centric (what IB & M&A teams actually need):
0/500
Question 5 of 7
Data Pack
Audience: FA, TAS
❌ Feature-centric messaging (bad):

"Comprehensive bundle of market data, financial reports, and company metrics updated monthly"

✓ Reframe to outcome-centric (what FA & TAS teams actually need):
0/500
Question 6 of 7
PDF to Excel
Audience: FA, TAS
❌ Feature-centric messaging (bad):

"Convert PDF documents into structured Excel spreadsheets with automatic data extraction"

✓ Reframe to outcome-centric (what FA & TAS teams actually need):
0/500
Question 7 of 7
Excel Link
Audience: FA, TAS
❌ Feature-centric messaging (bad):

"Seamlessly connect Excel models to other documents so data updates propagate automatically"

✓ Reframe to outcome-centric (what FA & TAS teams actually need):
0/500