Data sources like Salesforce are linked into presentations, creating a personalized client experience.
With Seismic's LiveDocs® technology, customized presentations and reviews are generated at the touch of a button, saving days of preparation.
The right disclosures are automatically attached to each document, complete with compliance tracking.
Marketing can see which documents are being used in client interactions and receive feedback on which collateral is performing best.
All relationship managers have access to the same brand-approved collateral, ensuring an exceptional client experience.
Relationship managers can meet with clients on the go, accessing collateral through any mobile device.
Create PDF, PowerPoint, Word or Excel outputs.
Showcase your bank's thought leadership by sharing embedded videos with clients.