Wealth Management

Wealth Management

Create a best-in-class client experience.

Enable your Advisor and Marketing teams to efficiently and proactively deliver tailored experiences to clients and prospects, driving client retention and revenue, while maintaining compliance.

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Seismic provides great client service and attention to detail. It makes sharing our investment plan more efficient and look better.

Akash Dua, SBSB

Seismic is Transforming the World of Wealth Management

Improve Client Experience

 

Engage clients with relevant, personalized content, digitally and in-person.

Differentiate from Competitors

 

Stand out amongst the crowd of advisors by clearly and efficiently communicating your value proposition to prospects.

Mitigate Risk

 

Implement guardrails around content that allow for personalization and compliance.

Wealth Management Firms and Advisors See Results with Seismic

Empower Your Teams to Impact Business Outcomes

Empower Advisors

 

Educate Advisors, surface materials, and support their ability to quickly tailor and deliver those materials to their prospects and clients, so that they can efficiently build and maintain strong connections.

Improve Team Efficiency

 

Save your Marketing and Advisors hours of time per week by centralizing all client and prospect-facing materials, automating the production and customization of them, and creating a feedback loop, so Marketing knows what materials are used by Advisors and Clients.

Drive Collaboration

 

Allow your Advisors, support staff, specialists, and Marketing teams to customize content within the same platform they access and distribute the content. Ensure all versioning is tracked, work can be done across devices, and everyone saves time.

Augment Compliance Processes

 

Create compliance guardrails during the content customization process that still allow for mass personalization, ensure disclosures and definitions appear on content, and track all content sent externally.

Our Customers

Generating millions of dollars in potential new revenue

 

Seismic’s content automation feature gave the financial services firm the resources needed to generate 607 additional investment plan opportunities last year – and millions in potential net new AUM.

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Seismic is the final piece of your tech stack puzzle. 

 

Integrations are important for any organization. In wealth management, they’re critical. Which is why we designed Seismic to integrate seamlessly with many of the sales and marketing tools you use every day.

Third Party Data
Integrations

CRM
Integrations

Marketing Automation Integrations