Technology & Data

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Challenges with Cross-Selling in Commercial Banking and how Technology can Help

Challenges with Cross-Selling in Commercial Banking and how Technology can Help

Jake Pieruccini
Written by Jake Pieruccini July 15, 2019

For banks, lending is getting less profitable and funding has gotten more costly. According to David O’Connell of the AITE Group, this means banks need to embrace lending as the “tip of the spear” and field new opportunities to acquire deposits. Maximizing collaboration between lenders and treasury management and “treating all products and services as…

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Banking, Advisor Enablement, Buyer Engagement, Technology & Data
How Investment Managers Can Use Technology to Enable a Client-First Approach to Sales

How Investment Managers Can Use Technology to Enable a Client-First Approach to Sales

Alyssa Drury
Written by Alyssa Drury July 8, 2019

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…

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Asset Management, Sales Enablement, Technology & Data
10 Tips for Sales and Marketing Content Alignment

10 Tips for Sales and Marketing Content Alignment

Dan Burtan
Written by Dan Burtan May 24, 2019

When organizations think of sales and marketing alignment, they often focus on demand generation. As content continues to grow as a critical component in successful selling, organizations must now take steps to align around content as well. Because buyers are savvier and more educated, they expect salespeople to present them with content that is relevant…

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All Industries, Buyer Engagement, Buyer's Journey, Content Analytics
Disrupt or Be Disrupted: How Technology is Affecting Strategic Partnerships in Banking

Disrupt or Be Disrupted: How Technology is Affecting Strategic Partnerships in Banking

Alyssa Drury
Written by Alyssa Drury February 28, 2019

When BB&T and SunTrust announced their $66 billion merger earlier this month, both financial institutions cited technology as a major driver fueling the decision. While together they stand to become the sixth largest bank in the US based on customer assets, what sealed the deal may have been the need to come together to remain…

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Banking, Technology & Data
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
4 Ways Smart Sales Enablement Solutions Change Marketers Lives

4 Ways Smart Sales Enablement Solutions Change Marketers Lives

Al Bsharah
Written by Al Bsharah August 28, 2018

Welcome to the second in a series of blog posts that will explore the questions that surround artificial intelligence and machine learning within the space of sales enablement. We all know there’s an overabundance of hype around these topics. When I joined Seismic to tackle intelligent technologies in 2016, it was important that we didn’t…

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Technology, Marketing Efficiency, Marketing Performance, Technology & Data
sales enablement platform

The Top 5 Ways to Check if Your Sales Enablement Platform is Smart for Sellers

Al Bsharah
Written by Al Bsharah August 21, 2018

Welcome to the first in a series of blog posts that will explore the questions that surround artificial intelligence and machine learning within the space of sales enablement. We all know there’s an overabundance of hype around these topics. When I joined Seismic to tackle intelligent technologies in 2016, it was important that we didn’t…

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Technology, Sales Effectiveness, Sales Enablement, Technology & Data
wealth-management-productivity

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
Seismic Platform’s Compliance with the GDPR

Seismic Platform’s Compliance with the GDPR

Marc Romano
Written by Marc Romano May 21, 2018

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…

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Asset Management, Compliance & Regulatory, Technology & Data, Trending Topics