Wealth Management

Wealth Management

Enable more world-class advisory experiences.

It starts with Seismic’s impossibly powerful platform. Put the right materials at your advisors’ fingertips with a fully compliant sales enablement solution.

Seismic is Transforming the World of Wealth Management

Marketing Efficiency

 

Say goodbye to highly repetitive, manual updates. Say hello to the power of automation.

Sales Productivity

 

Surface the most impactful content while giving advisors and client service teams the power to customize.

Risk Mitigation

 

Collaborate efficiently. Manage content workflows effectively. Ensure every piece of content is on-brand and compliant.

How Wealth Management Firms Benefit from Seismic

Empower Your Teams to Impact Business Outcomes

Eliminate the Need for Manual Updates

 

Assemble documents dynamically with reusable components and live, up-to-the-minute data. Quickly design dynamic templates for client reports, investment proposals, pitch books, and everything in between.

Let the Right Content Find the Right People

 

Distribute content targeted to specific users, so they’ll never have to wade through irrelevant content. Whether teams are organized by client segment, geography, or anything else, content delivery has never been easier.

Enable Self-Service Customization

 

Let sales and client service teams independently generate customized pitch books, client reports, and RFPs for clients and prospects. Marketing controls what users can edit while providing direct, automated marketing support through a wizard-like interface.

Avoid Compliance Pitfalls

 

Mitigate risk with layers of built-in compliance tools for best-interest validation, disclosure management, approvals workflow, and audit trails, to ensure every asset and document is up-to-date, on-brand, compliant, and ready to deliver.

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.

Microsoft Office
Suite Integrations

CRM
Integrations

Third Party Data
Integrations