Report among the leading annual pieces of thought leadership on the state of technology in financial services firms

SAN DIEGO, CA – September 19, 2016 – Seismic, the leading end-to-end sales enablement solution, today announced that they have sponsored “Fund Technology & Data, North America 2016,” published by Clear Path Analysis. Now in its fourth year, the report is among the most influential of annual publications examining the impact of data and technology on fund management operations.

“Clear Path’s annual report has become essential reading for fund management executives,” said Craig Dunham, vice president of financial services at Seismic. “From in-depth examinations on the state of regulations to the ever-growing impact data is having on client relations and communications, Seismic is honored to sponsor with such a high-quality and valuable publication.”

“Fund Technology & Data, North America 2016” includes thought leadership white papers and interviews with C-level executives and analysts representing firms including Verus Investments, Peak Capital, and the TABB Group. The impact of the DOL fiduciary rule, organizational restructuring due to technology disruption, and data management are among the focal topics covered in this year’s report.

Specific interviews and white papers include:

  • How sales enablement can mitigate the effects of regulations like the DOL fiduciary rule by Craig Dunham, vice president of financial services at Seismic
  • The potential of new technologies to ensure they meet business expectations and satisfy regulatory realities by Lisa Shea, senior product manager at Northern Trust
  • The potential of new technologies to ensure they meet business expectations and satisfy regulatory realities, and interview with Noel Hillmann, managing director at Clear Path Analysis and Michael Herskovitz, senior vice president and partner, AB

Seismic’s enterprise-grade sales enablement solution is currently serving more than 200 customers worldwide, more than half of which have annual revenues exceeding $1 billion. Half of the company’s customers are financial services institutions and includes ten out of the top 25 asset management firms in the United States.

Seismic is currently a finalist in both the Awards for Best Document Management Tool and for Most Innovative Technology Provider in the US Mutual Fund Service Awards. (Winner will be announced September 29 and October 6, respectively.)

Additional sponsors of this year’s report include Northern Trust and SimCorp. Savvy Investor, TSAM Boston and ATMonitor have signed on as media partners.

About Seismic
Seismic is the leading end-to-end sales enablement solution for institutional financial services firms worldwide. 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 of client-facing materials via Seimsic’s award-winning LiveDocs® technology, which are then 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 with 210 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 end-to-end sales enablement solution, please visit