Today’s financial advisors are juggling more than ever – shifting markets, increasing regulations, and rising client expectations. And above all else, they’re expected to build strong relationships and grow wallet share.
To achieve sustained success, advisors need to deliver personalised experiences that build trust and drive value at every stage of the client journey. This means sharing relevant insights, anticipating client needs before they arise, and making every interaction count.
That’s why enablement tools have evolved from a “nice-to-have” to a must for financial advisors. And 94% of firms now rely on revenue enablement platforms to support their advisors and enhance client engagement (according to our Revenue Enablement in Financial Services report).
Let’s explore how enablement tools help advisors perform better, and why they’re the key to success across the firm.
1. Accelerate advisor training and coaching
Getting new advisors up to speed and prepared quickly is a must in a competitive, rapidly evolving market. It gives them the confidence to provide trusted guidance and build lasting relationships from day one.
That’s why leading firms are adding enablement platforms to their tech stacks. They empower firms to deliver streamlined training and coaching. This way, advisors onboard quickly and lead intelligent, confident interactions with clients.
According to our Generation Enablement Report, 94% of firms that implemented AI-powered enablement tools saw improvements in ramp time, quota attainment, and time spent on high-value activities.
Enablement platforms like Seismic equip firms with:
- Better onboarding that’s tailored to an advisor’s role
- Bite-sized learning and insights, right when they’re needed
- AI-powered skill assessments to uncover and close skill gaps
- Real-time visibility into training progress and effectiveness
It’s not just about providing faster onboarding for advisors, it’s about building long-term confidence and competence.
2. Boost advisor efficiency
Advisors are at their best when they’re building relationships with clients, not juggling manual tasks and disconnected tools. That’s why 92% of financial advisors would consider leaving their firms due to inadequate technology (Advisor360’s Connected Wealth Report). It’s clear that the right enablement tools aren’t just helpful, they’re essential.
With the right AI-powered enablement platform, advisors can:
- Access approved compliant content instantly
- Deliver timely, relevant materials tailored to client needs
- Track engagement insights and adapt follow-up strategies in real time
- Prioritise high-value client activities by eliminating manual prep work
Seismic helps firms like Ameriprise Financial empower their advisors with faster and fully compliant content creation.
“We needed to bring in all of the client’s data into presentations,” says Dean Heltemes, VP of Business Architecture at Ameriprise Financial. “That’s where Seismic comes in – it’s the brains behind putting it all together. Literally, with the click of a button, we’ve gone from hours to prep for meetings to minutes.”
3. Deliver personalized, high-impact client experiences with AI
Today’s clients expect timely insights, personalised guidance, and interactions that reflect their unique goals. To meet those expectations at scale, firms are turning to AI-driven enablement tools that help their advisors make the most of every client touchpoint.
In fact, 97% of financial services leaders say their firm is increasing enablement tech spending because of AI’s ability to amplify enablement efforts, per our report. AI is transforming how advisors prepare, engage, and follow up, and firms that don’t adapt risk falling behind.
With an AI-powered platform, advisors can:
- Leverage client data to anticipate needs and deliver tailored insights
- Access content recommendations based on client needs and goals
- Personalise content for clients quickly and effectively
- Engage effectively across relevant channels like email, social, digital sales rooms
- Track and adapt in real time using behavioural and engagement data
Powered by AI, Seismic helps advisors deliver smarter, faster, and more impactful client experiences.
4. Strengthen compliance without slowing down
Maintaining compliance is crucial for financial advisors, but it doesn’t have to come at the cost of speed or flexibility. By embedding approvals directly into advisor workflows, Enablement tools make it easier to create and customise content while staying fully compliant. They also provide:
- Pre-approved content with built-in disclosures
- Intuitive version control and audit trails
- Streamlined approval workflows and content expiration
- All-in-one dashboards for review and oversight
Enablement platforms like Seismic provide a seamless process for approval workflows, proper versioning and permissions, and full visibility into what needs to be reviewed and approved. This way, advisors can provide immediate guidance and build trusted relationships with clients without risking noncompliance.
“We found that advisors using [Seismic] are growing faster than advisors who are not. All in all, it has been a great success story for us,” says Ameriprise Financial’s Dean Heltemes.
Advisor success starts with Seismic
For advisors to stand out in today’s competitive market, they need assistance from a platform built with the entire client journey in mind. As the industry’s leading AI-powered enablement platform, Seismic stands apart by bringing together training and coaching, content creation, compliance, and client engagement into one unified experience.
Seismic is more than just the best enablement tool in your tech stack, it’s a strategic partner that empowers advisors to drive value, deepen trust, and grow relationships at scale.
Ready to empower your advisors with a platform that’s built for their success?
Speak with our team today.