Wealth Management

Has anyone ever asked you what three words best describe you? At Seismic, three words that capture us pretty well are innovator, enabler and leader. We know the weight of those words and the expectation that comes with using them, so when we see those qualities in others, we like to tip our hats and…

March is Women’s History Month, so you’ve likely seen many events, advertisements and sentiments celebrating women over the past couple weeks. Yet despite having an entire month to draw awareness to women’s accomplishments as well as gender inequality and the efforts being made to combat this, quite frankly, history hasn’t been all too kind to…

Explore the trends that are making recruiting a much more challenging proposition in the wealth management industry and how sales enablement technology can give advisors an edge.

At Morgan Stanley, things are starting to look decidedly different. Visit any of the multinational investment bank’s offices worldwide, and you’ll find a business-casual-clad workforce toiling away in vast, open plan workspaces that would have been inconceivable a generation ago. As wood-paneled walls get ripped out and replaced with glass partitions, the results are dramatic.…

In December 2016, Forrester published The Forrester Wave™: Sales Enablement Automation Systems, Q4 2016. At the time, our company had around 200 enterprise customers and about as many employees. If a prospective customer of ours even had anyone with the words “sales enablement” in their title, more often than not it was one person trying…

With Seismic’s new, truly personalized platform, the Era of the Smarter Seller is here. Our product is chock full of capabilities focused on making the platform as individualized as possible, such as predictive search, personalized content recommendations, and increased data to best engage buyers. Industry leaders such as Nancy Nardin of Smarter Selling Tools, Steven…

Closing a deal is often as difficult as slaying the Minotaur—you know, the monster of Greek myth who’s half-man, half-bull and lives in a giant maze.  Never met him personally but I’ve heard stories.  People love to gossip. As a seller, you find yourself trapped inside a labyrinth of a sales cycle and at the…

Being a successful wealth manager isn’t just about producing great financial results for your clients. It also means creating the best customer experiences possible. That’s because in a highly competitive industry, it’s what discerning customers have come to expect. As a result, it’s critical for not only expanding existing relationships, but also forging new ones.…

If it feels like we’ve been talking about account based marketing (ABM) forever at this point, well, it’s because WE HAVE. You have vague memories of your 4th grade teacher going over the concept in class. You and your fellow classmates had confused looks on your faces as you turned to each other and whispered…

Beginning on May 25, companies that collect or process data on European Union citizens will be required to comply with new privacy regulations and protections around that data. The new set of rules, called the General Data Protection Regulation (GDPR), is designed to strengthen protections around personal data and unify the EU under a consolidated…