Posts By

Chris Monaco

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22 Mar
2017

Taking Back the Quarter with Content Automation

Seismic recently surveyed asset managers to better understand their strategic priorities for 2017, how they harness or plan to harness the value of content automation, and life with and without access to technologies that streamline processes and personalize client experiences. While the survey’s complete findings won’t be officially released for a couple of weeks, the…

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9 Mar
2017

From Asset Management to Account-Based Marketing: An Interview

I recently sat down with Seismic’s Jillian Hughes, manager of account-based marketing for financial services, and took the opportunity to ask a few questions about her background in asset management, the experience of working for a tech company, and the internal and external factors currently affecting firms within the space. After college you worked as…

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Are Banks the Innovators Financial Services Needs?

Recently, The Financial Brand featured a piece on the future of AI, data analytics and machine learning in banking. Quite the popular topic as of late, it seems once that glittery crystal ball touched down in Times Square, the financial services world turned its attention to the promise of budding technologies like AI. While the…

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23 Feb
2017

3 Highlights from the T3 Technology Conference

Dozens of vendors and hundreds of attendees gathered for the T3 Advisor Conference in Garden Grove, California, last week. Their mission: to share and gain knowledge on the technologies available to wealth management firms today and what the future could bring, in terms of increased competition and costs, for those who don’t proactively embrace innovation…

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5 Highlights from the DCIO Leadership Summit

Last week fifty-plus managers and executives convened in Boston for the Defined Contribution Investment Only (DCIO) Leadership Summit. The attendees discussed topics like robo platforms, the DOL Fiduciary Rule, passive products and everything in between. Each session provided a thorough analysis of its respective topic, and panelists were quite engaging and open to dialogue with…

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The Proliferation of AI and Automation in Banking

As investigations into Wells Fargo’s systemic banking fraud continue, new findings show that retail branches were given notice of internal audits a day or three in advance of them taking place. This allowed for managers and employees to scrub, purge and modify documents and data, which, by most firsthand accounts, probably looked something like this….

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Sales Enablement in Life Sciences: An Interview, Part 2

Below is part two of my conversation with Dr. Jeff Dutremble, senior director of enterprise sales for life sciences at Seismic, as we continued to discuss his background in healthcare, the role of sales enablement in life sciences and the internal and external factors currently affecting companies within the space. You can check out Part…

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19 Jan
2017

Socially Responsible Millennial Investors

As if wealth management firms didn’t already have enough to contend with in terms of challengers, consolidation and compliance, they are also adjusting to the characteristics of the client marketplace itself, as the future of organic growth is hinged to the financial rise of Millennials—quite possibly the greatest generation of investors yet. However, attracting an…

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18 Jan
2017

Sales Enablement Problems and Solutions [Infographic]

In addition to helping enterprises gauge the maturity of their sales enablement processes, one of the main reasons Seismic conducted a sales enablement grader survey last year was to glean insight into the problems and pressures sales and marketing professionals faced when they chose to ramp up their sales enablement efforts. The below infographic, based…

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Sales Enablement in Life Sciences: An Interview

I recently sat down with Dr. Jeff Dutremble, senior director of enterprise sales for life sciences at Seismic, and took the opportunity to ask him a few questions about his background in healthcare, the role of sales enablement in life sciences and the internal and external factors currently affecting companies within the space. Below is…

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