Posts By

Chris Monaco

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The State of Innovation in Financial Services

As we are now deep into Q1 2017, analyst firm Celent recently released the results of a survey on the state of innovation within financial services. The findings, compiled and authored by Mike Fitzgerald, show that while the industry overall has been slow to adopt and promote innovation, firms understand that clients have come to…

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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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12 Jan
2017

New Year, Bolder Approaches in Asset Management

Another quarter, and year for that matter, just concluded, so it seems appropriate to look at what asset management firms are currently doing to increase AUM growth, reduce costs, and strengthen ROI. While overall institutional asset managers saw a net positive flow of $19.7B in Q3, turning the tide of 11 consecutive quarters of just…

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10 Jan
2017

Sales Enablement Optimization: It’s Time to Get Strategic

Despite sales enablement being a top priority for executives in the new year, sales enablement programs are still struggling to meet strategic organizational goals due to a lack of formalized processes and technologies surrounding the initiative. There’s no doubt that organizations need sales enablement, but the way it is being addressed, implemented and bolstered by…

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5 Jan
2017

12 Must-Have KPIs of Sales Enablement

One of the main purposes of any sales enablement strategy is to help your sales and marketing teams become more efficient and effective in their performance. To assist in the operational integration of said functions, Seismic previously published The 12 Must-Have KPIs of Sales Enablement. This guide details and measures the 12 key performance indicators…

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