content automation

Content automation refers to the process of using technology to automatically generate or update documents that previously were manually created and changed. Automating content reduces document creation time and minimizes compliance risks.

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Are You Empowering Your Relationship Managers With the Right Technology?

Are You Empowering Your Relationship Managers With the Right Technology?

Alyssa Drury
Written by Alyssa Drury February 20, 2019

In the hyper-competitive world of banking, clients are always demanding greater levels of personalized service. In fact, it’s practically a prerequisite for entrusting institutions to manage their financial affairs and elevate the customer experience. This reality puts intense pressure on your relationship managers, who are not only responsible for helping to deliver that personalization, but…

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sales excellence

3 Ways to Prepare your Organization for Content Automation

Matt Ellis
Written by Matt Ellis September 18, 2018

A nightmare scenario for a seller goes something like this: they are engaged with a buyer who has a specific set of pain points and needs, the buyer then requests more information that will prove that the seller’s organizations is uniquely capable of solving their needs, however, when the seller goes to look for content…

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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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3 Ways Sellers Fail Buyers

3 Ways Sellers Fail Buyers

Matt Ellis
Written by Matt Ellis September 21, 2017

Decision-makers are smarter than ever and enter the buying process equipped with knowledge about exactly what pains they are feeling and what solutions they are seeking out. In fact, CEB reports “Customers are already 57% through the purchase process before they approach a supplier.” This means when buyers do begin outreach to vendors, they are…

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Trends in Asset Management: Interminable Consolidation

Trends in Asset Management: Interminable Consolidation

Chris Monaco
Written by Chris Monaco May 4, 2017

In an interview with FundFire in February, Dan Fuss, vice chairman and portfolio manager at Loomis Sayles, talked about the continued transformation of asset management, detailing what he saw as the fourth industry change during his lifetime: I doubt if wages are going to be going up in the asset management business. I really do.…

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Three Keys to a Coherent, Consistent Corporate Narrative

Three Keys to a Coherent, Consistent Corporate Narrative

Chris Monaco
Written by Chris Monaco March 30, 2017

Regardless of which space a financial services firm occupies—banking, asset or wealth management—creating, maintaining and disseminating an effective corporate narrative is critical to conveying a coherent, differentiating message to the market—especially one in the midst of a massive transformation—and delivering a consistent level of value and service via the statement’s users—a firm’s employees. The CEB…

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Taking Back the Quarter with Content Automation

Taking Back the Quarter with Content Automation

Chris Monaco
Written by Chris Monaco March 22, 2017

Seismic recently surveyed asset managers to better understand their strategic priorities for 2017, how they harness or plan to harness the value of content automation, and life with and without access to technologies that streamline processes and personalize client experiences. While the survey’s complete findings won’t be officially released for a couple of weeks, the…

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From Asset Management to Account-Based Marketing: An Interview

From Asset Management to Account-Based Marketing: An Interview

Chris Monaco
Written by Chris Monaco March 9, 2017

I recently sat down with Seismic’s Jillian Hughes, manager of account-based marketing for financial services, and took the opportunity to ask a few questions about her background in asset management, the experience of working for a tech company, and the internal and external factors currently affecting firms within the space. After college you worked as…

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New Year, Bolder Approaches in Asset Management

New Year, Bolder Approaches in Asset Management

Chris Monaco
Written by Chris Monaco January 12, 2017

Another quarter, and year for that matter, just concluded, so it seems appropriate to look at what asset management firms are currently doing to increase AUM growth, reduce costs, and strengthen ROI. While overall institutional asset managers saw a net positive flow of $19.7B in Q3, turning the tide of 11 consecutive quarters of just…

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