Mutual clients will be able to access highly-personalized and compliant client content through Seismic’s leading sales enablement solution

San Diego CA – March 27, 2018—Seismic, the leading global sales and marketing enablement solution for financial services, and Eagle Investment Systems LLC, a BNY Mellon company and leading provider of financial services technology, today announced a strategic alliance to offer Seismic’s sales enablement and content automation tools to Eagle clients.

As the client experience increasingly becomes a main differentiator for asset managers, disseminating personalized content with the right information and disclosures to clients has become mission critical. In fact, three-quarters of asset managers stated the need to increase content personalization last year as a way to spur revenue growth. Seismic’s tools address this need and reports to have helped clients, which includes more than 140 asset managers, reduce upwards of 98 percent of the time spent on creating personalized client collateral.

“We are excited to be working with Eagle Investment Systems to offer a first-rate client experience, one focused on personalization and unparalleled efficiency when it comes to client content,” said Craig Dunham, VP and GM of financial services at Seismic. “Eagle Investment Systems has consistently offered one of the most forward-looking suites of financial technology solutions to help institutions lay the foundation for a technology-enabled future, and we are proud to share their devotion to clients on this front.”

“Firms producing client-facing content that is always personalized, compliant, and up-to-date with the latest financial data are the ones most likely to keep current clients and grow new relationships,” said Joel Kornblum, Head of Strategic Alliances at Eagle Investment Systems. “Seismic has an incredible track record of facilitating this for large financial institutions, and this alliance will help Eagle clients looking to leverage their data in the Eagle platform to help reduce content creation costs and improve content creation time.”

Visit Seismic’s site for more information about how Seismic is empowering business outcomes at asset management firms.

About Seismic

Seismic is the leading global sales and marketing enablement solution for financial services firms. Seismic’s platform gives asset and wealth management firms and business banks the ability to deliver the right client content at the right time, facilitating a world-class client experience. With Seismic, marketing teams are automating the personalization and delivery of client-facing materials via machine learning and Seismic’s award-winning LiveDocs® technology, which are automatically accessed by distribution teams at any time, on any device, and always fully compliant, allowing them to spend more time developing and nurturing client relationships. Headquartered in San Diego and more than 350 employees across the globe, Seismic is privately held by its founding executive team and investment firms General Atlantic, JMI Equity, and Jackson Square Ventures.

For more information about Seismic’s sales enablement solution, please visit

About Eagle
Eagle is committed to helping financial institutions worldwide grow assets efficiently with its award-winning portfolio management suite of enterprise data management, investment accounting and performance measurement solutions that are delivered over its secure private cloud, Eagle ACCESSSM. Eagle deploys trusted solutions and services that create operational efficiencies and help reduce complexity and risk. Eagle Investment Systems LLC is a subsidiary of BNY Mellon. Additional information is available at or follow us on Twitter @eagleinvsys.