Wealth Management

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62 Women We Admire in Sales and Marketing

62 Women We Admire in Sales and Marketing

Michelle Markelz
Written by Michelle Markelz March 21, 2019

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…

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Asset Management
Sales Enablement Guide

Millennial Makeover: How Financial Companies Are Reinventing Themselves to Attract a New Generation of Top Talent

Alessandra Fagone
Written by Alessandra Fagone October 10, 2018

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.…

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Asset Management, Marketing Performance, Sales Enablement, Technology & Data
forrester wave sales enablement

Seismic Named a Leader in The Forrester Wave™: Sales Enablement Automation Platforms, Q3 2018

Doug Winter
Written by Doug Winter September 25, 2018

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…

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Asset Management, Seismic News
smarter selling

Lessons from the Smarter Selling Campaign – Keys to Being a Better Seller, From the Sellers themselves

Matt Lieberson
Written by Matt Lieberson September 11, 2018

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…

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Asset Management, Buyer Engagement, Sales Effectiveness, Sales Enablement

Is Automation the Key to Unlocking Your Wealth Managers’ Time?

Shaalin Parekh
Written by Shaalin Parekh July 24, 2018

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.…

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Wealth Management, Buyer Engagement, Sales Enablement, Technology & Data