Financial institutions are at a pivotal crossroads. Emerging technologies, economic uncertainties, and rapidly evolving client preferences are changing the way that firms operate. The firms that find a way to offer their client-facing professionals tools to deliver highly personalized interactions and deepen client relationships will be the ones that succeed in the long-run. However, many […]

4 ways enablement drives value for the financial services industry

Businesses needs to be laser-focused on the client experience and the content that drives it.

Forrester named Seismic a Sales Content Solutions Leader in the latest sales enablement industry report.

Today’s sales and marketing teams are operating in the age of the customer. To be successful, these teams must focus their strategies and actions on the buyers’ problems and opportunities. Marketers are tasked with generating high-quality leads for the sales team. While marketing looks to improve the lead conversion process, sales looks to accelerate the […]

Delivering personalized, compelling content at every customer touchpoint has become essential. 85% of sales and marketers now agree that buyers will actively dismiss their marketing and sales efforts if they don’t receive tailored content. When also considering the fact that the buyer’s journey is more complex than ever before, the challenge before sellers and marketers […]

In recent months, global markets have become increasingly volatile. Slowing economic growth, weakening corporate earnings, and an escalating trade war with China are among the many factors conspiring to disrupt the economy and rattle investors. And, while the US economy has been expanding since 2009 — making this the longest period of uninterrupted growth in […]

With a tool like Seismic, sorting through all of that content, finding the right components, and pulling it all together is easy. Seismic automates the process for you so that creating custom presentations, pitchbooks, and proposals becomes quick, easy, and efficient. A process that might otherwise take hours, if not days, can suddenly be completed in seconds.

Customer experience has long been a priority for B2C companies, but it hasn’t been a focus for B2B organizations until more recently. The B2B selling space is evolving, funnel dynamics are shifting, and buyers are becoming better informed. Perhaps the most significant changes are the shift in the balance of power in the B2B purchase […]

Buyers have taken control of the modern sales cycle, and successful salespeople today know they need to act like trusted advisors with prospects to simplify their decision-making process, understand their needs and behavior, and deliver immediate value, otherwise they will lose the deal. Great sales managers and sales reps won’t just accept that a deal […]

The investment management industry faces no shortage of challenges. Client expectations are on the rise as they seek the same kinds of highly customized, consultative, and engaging experiences they’re accustomed to in virtually every other aspect of their lives. At the same time, clients are becoming increasingly more sensitive to fees. That sensitivity is putting […]

The SEC recently made a substantial change to its Customer Relationship Summary that largely went under the radar: the removal of the word “fiduciary” from mandated language RIAs must use to describe their standard of conduct. This is not to say that RIAs cannot use the term “fiduciary” or are unable to tell clients that […]