Salesforce & Seismic Financial Services On-Demand Webinar

ON-DEMAND WEBINAR

Maximizing Sales Impact in Financial Services with Salesforce & Seismic

Discover how the integration between Salesforce and Seismic enables financial institutions to deliver personalized, compliant content directly within Salesforce, enhancing the efficiency and effectiveness of sales teams.

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About

In today’s competitive financial services landscape, leveraging the right technology can significantly enhance sales performance and client engagement.

Learn from industry experts about best practices for seamless integration, real-world success stories, and actionable strategies to maximize your sales impact.

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How Manulife Investment Management is leveraging Salesforce and Seismic to improve business processes and drive efficiencies
The benefits of integrating Salesforce and Seismic
Insights into measuring the impact and how to take action

Speakers

Kerry Ryan, CPWA®

Director, Financial Services Product Marketing, Seismic

Kerry leads GTM & Marketing strategy for financial services globally, in close partnership with Sales, Customer Success, Solutions, Product & Marketing teams. She is passionate about the connection between marketing, technology and data to drive business results.

Andrew Woodley

Seismic Enablement Technical Manager, Global Retirement, Manulife Investment Management

Andrew Woodley boasts an impressive 24 years of experience at Manulife, having made significant contributions to the Group Retirement, Group Benefits, and most recently, Manulife Investment Management teams.

As part of the role in Global Manulife Investment Management, a key objective for the team was to meet the SEC compliance requirements by connecting Seismic and Salesforce for reporting purposes.

He has recently transitioned to Global Retirement as Sales Enablement Technology Manager, ensuring the teams can maximize the technology’s potential and provide an optimal end-user experience.

Michelle Feinstein

General Manager, Vice President Wealth & Asset Management, Financial Services, Salesforce

Has 30 plus years’ experience in the financial services industry with the past 3 ½ years at Salesforce on the product side of the organization, focused on advancing our FSC product strategy for the Wealth, Asset Management and Insurance verticals.

Jess Steinbach

Webinar Moderator, Future B2B

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About

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