Thoughts from TSAM New York – Propelling Growth Efficiently

The Seismic team is back from a whirlwind day at the TSAM New York event last Thursday in Brooklyn where we were a Platinum sponsor. The show was very well attended by senior executives in marketing, sales and client relations from many of North America’s largest institutional investments managers, as well as many innovative, boutique investment firms.

On panels and at podiums throughout the day, thought leaders provided valuable insights under the overarching theme of “The Need for Operational Efficiency in a Growth Mindset.” Discussions centered on how to understand customers align products to their needs for better investment management. Speakers shared their experiences, challenges and successes in mapping out company-wide business priorities and driving initiatives to meet their goals.

Key Content from Subject Matter Experts

The sessions at TSAM NYC covered the full spectrum of marketing, sales and client relations functions. The conference was organized into five tracks: marketing and sales communications, client reporting and communications, technology and operational strategy, and performance measurement and risk, and data management. In each of these tracks, attendees heard from experts and specialists who shared their ides via presentations, case studies, deep-dive panels and open discussion sessions.

The Seismic team was dialed in to the marketing and sales communications track for most of the day. Following were some of the highlights of that track:

  • Seismic Case Study: How Neuberger Berman is Creating a World-Class Client Experience – Eric Schneberger, SVP and Global Head of Digital & Marketing Operations, discussed how his firm has deployed the Seismic platform worldwide to automate production of thousands of content items including, presentations, brochures, data sheets. Benefits cited were significant time savings, error rate reductions, and increased accessibility of materials for sales people.
  • Content Management and Creating Compelling Sales Collateral – Moderator Jariath Forde from Sapient led a panel discussion about the challenges asset managers face with controlling their brands and messaging in a market experiencing rapid demographic and technology changes.
  • Marketing Compliance Challenges in the Digital Age – In this session, industry expert Deborah Well from Harbor Capital Advisors discussed how technology has raced ahead of compliance regulations, and how this often leaves marketers in grey areas where they need to rely on their good judgement and common sense to avoid compliance problems.

The Expo floor was busy with attendees discussing their needs with Seismic and the other exhibitors throughout the day. One of my personal favorite highlights was a live demo of the Seismic solution that our very own Craig Dunham, Senior Director of Sales Engineering, gave in front of a large crowd on the show floor.

The day was capped off with a New York Harbor boat cruise that attendees were treated to. The Statue of Liberty and the Manhattan skyline made for great sightseeing.

The big takeaway from TSAM New York is that the investment management industry is in a growth trajectory. But firms need to make sure that moving forward increased operational efficiency and smarter approaches to compliance are woven into every strategy. Seismic is excited that our solution is well aligned with these pressing industry needs.


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