Today, clients have different expectations from their financial advisors. For many younger investors, golf outings are becoming a thing of the past. Clients have access to a variety of financial tools that allow them to choose from multiple advisors or even go at it themselves. In effect, the financial services industry has become more competitive than ever before.
Strong client relationships are a key differentiator for advisors. When the golf course isn’t an option, understanding your clients’ needs and creating personalized, differentiated experiences helps build stronger relationships. Financial advisors who demonstrate that they understand their client’s needs build long-term relationships.
Replacing your 9-iron doesn’t have to be difficult. Seismic and Microsoft integrate to give financial advisors to the tools and data they need to personalize their client outreach.
In this post, we’ll outline how Seismic’s content and engagement tools integrate with data and insights from Microsoft 365 to create exceptional client experiences.
Content, engagement, and differentiated experiences
Content is the foundation of strong client relationships. With fewer in-person client experiences, content bridges the gap between meetings. Seismic’s content management solution gives advisors a single location where they can access and share content that can help grow client relationships.
The Seismic platform is built atop artificial intelligence. Combining Seismic’s content management capabilities with data and insights from Dynamics 365 gives advisors intelligent, insights-driven content recommendations based on clients and their unique needs.
Seismic and Microsoft empower financial advisors to connect with their clients how they want when they want. The Seismic platform includes social engagement, email, and digital sales room capabilities that allow advisors to reach their clients through their preferred channels.
Customized client materials
Building and maintaining strong client relationships requires quarterly and annual updates. Clients want to understand how their assets and investments are performing in a timely manner. Content automation and Seismic’s LiveDocs give advisors the ability to customize and automate client updates to ensure that clients get the information they need when they need it.
Clients want personalized experiences. 80% of clients say they’re more likely to buy from financial advisors that provide personalized experiences. Seismic integrates with Dynamics 365 and uses CRM data to recommend the best content for an opportunity, at every stage of the client lifecycle. As a result, financial advisors that leverage CRM data reduce their deal cycles by 8-14% because of increased data accessibility.
For example, Seismic can help simplify the quarterly commentary process. By integrating performance data with Seismic, as soon as performance and product data is available, it is integrated into a customizable template with the existing commentary text for quicker updating.
Share directly from Outlook – an added bonus.
Once LiveDocs or other assets are prepared and ready to share with clients, they are easy to send directly to clients through LiveSend. LiveSend allows advisors to quickly and easily share content – even large files and videos – directly from the applications they use the most.
LiveSend integrates with Office 365, so advisors can easily share directly from Outlook. Content analytics provide insights on the content clients consume and help advisors shape conversations, as well as future content experiences.
The financial services industry is more competitive than ever before. Even as client expectations evolve, financial advisors can differentiate themselves with robust, personalized content experiences. The Seismic and Microsoft integration combines CRM data with the content management and content delivery capabilities advisors need to get more from their client engagements.
If you’d like to learn more about Seismic and Microsoft, visit our integration page.