ASSET MANAGEMENT

Asset Management Firms

A World-Class Client Experience Starts with Seismic.

The leading content automation solution for wholesalers and marketing teams.

OUR CLIENTS

Deutsche Bank
Northern Trust
Vanguard
TIAA-CREF
TIAA-CREF
Benefits of Seismic

Benefits of Seismic

Whether your firm has $1T or $1B AUM, the quarterly update process wreaks havoc on your marketing and distribution teams. Use Seismic to automate the creation of pitchbooks, fact sheets, RFPs and client review materials in seconds rather than days, increasing your firm's ROI.

 

Document Automation

With Seismic's LiveDocsĀ® technology, customized presentations and reviews are generated at the touch of a button.

Assured Compliance

Attach the right disclosures and compliance tracking to each unique product.

Tracking and Reporting

See which documents are being used in client interactions and receive feedback on which collateral is performing best.

Data Sources Integration

Seamlessly connect Salesforce, Excel, Morningstar, S&P and other sources, keeping your documents up to date.

Content Sharing

Use the Seismic DocCenter to share collateral with sales and relationship managers, with access available on any device.

Multiple File Formats

Create PDF, PowerPoint, Word or Excel outputs.

Shareable Videos

Showcase your firm's thought leadership by sharing embedded videos with clients.

Use Seismic To Automate:

 

Investment reviews

 

Client-specific performance summaries

 

Pitchbooks

 

Client business planning

 

Site visit and finalist presentations

 

Institutional insights collateral

 

Outcome assessment presentations

HELPFUL RESOURCES

res-a-tale-of-two-pitchbooks
A Tale of Two Pitchbooks USE THIS GUIDE
RFP response
5 Components of a Robust RFP Response: A Guide to Securing New Business USE THIS GUIDE
Ending the Quarterly Update Crisis
Ending the Quarterly Update Crisis USE THIS GUIDE