Seismic Blog

Mobile Field Technology: Q&A With Insurance Industry Expert

Written by Daniel Rodriguez • October 22, 2013

What are 2014 budgets for field technology looking like? How should CRM be used? What are the most common mistakes when rolling tablets out to the field? Insurance industry expert Matthew Josefowicz shares his insights in this exclusive Q&A.

Sales Enablement, Technology & Data

10 Successful Traits of Modern Financial Services Marketing

Written by Daniel Rodriguez • October 10, 2013

What makes a financial services marketing team successful in the rapidly evolving world that we live in? Three panelists at the 15th Annual PAICR Conference for marketing and communications professionals in financial services shared their insights. The speakers included Sue Matteson-King, Global Head of Marketing at Morgan Stanley Investment Management, Maureen Bromwell, Managing Director at Munder Capital Management and Jim Link, CMO at PFM Asset Management.

Marketing Performance

10 Portfolio Manager Presentation Tips to Wow Investment Boards

Written by Daniel Rodriguez • October 3, 2013

Your PM is a brilliant researcher and has built a rock solid investment strategy. But if he or she can

Asset Management, Wealth Management, Marketing Performance

Technology Trends Shaping Microsoft Dynamics CRM Development

Written by Daniel Rodriguez • September 19, 2013

The CRM world is evolving quickly, and Microsoft Dynamics remains at the forefront of that evolution. Doug Adams, Director of CRM for Microsoft, delivered the keynote address at the Customer Effective conference last week in Greenville, SC to an excited group of attendees.

Sales Enablement, Technology & Data

6 Client Service Tips To Grow Your Wealth Advisory Firm

Written by Daniel Rodriguez • September 17, 2013

Tom Fross, President of Fross & Fross Wealth Management, gave the afternoon keynote today at the 15th annual PAICR conference in a talk titled

Wealth Management, Sales Enablement

Why Content In Context Matters To Financial Advisors

Written by Daniel Rodriguez • September 6, 2013

Marketing Performance, Sales Enablement, Technology & Data

Best Examples of Financial Services Social Media Marketing

Written by Daniel Rodriguez • August 29, 2013

Due to compliance constraints, the financial services industry has been more cautious in adopting a social media presence. What are the winners doing that your company isn

Asset Management, Wealth Management, Marketing Performance

Why Companies Blacklist Enterprise File Sharing Applications

Written by Daniel Rodriguez • August 16, 2013

Employees need to share files with each other, so why are companies blacklisting enterprise file sharing applications? The short answer is data security, but that doesn

Technology & Data