ASSET MANAGEMENT

Asset Management Firms

A World-Class Client Experience Starts with Seismic.

The leading content automation solution for 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 pitch books, fact sheets and client review materials in seconds rather than days.

 

Document Automation

Customized presentations and reviews are generated at the touch of a button.

Always Compliant

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

Content Sharing

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

Tracking and Reporting

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

Multiple File Formats

Create PDF, PowerPoint, Word or Excel outputs.

Data Sources Integration

CRM, Excel, Morningstar, S&P – connect theses data sources seamlessly keeping your documents up to date.

Share Videos with Clients

Share videos and embed them within presentations to show clients your firm’s thought leadership.

Use Seismic To Automate:

 

Investment reviews

 

Client-specific performance summaries

 

Pitch books

 

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
AM-RFP-Response-resources-cta
Don’t Sell Your Asset Management Firm Short: 5 Components of a Robust RFP Response USE THIS GUIDE
Ending the Quarterly Update Crisis
Ending the Quarterly Update Crisis USE THIS GUIDE