Data sources like Salesforce are linked into presentations, creating a personalized client experience.
With Seismic's LiveDocs® technology, customized presentations and reviews are generated at the touch of a button, saving days of preparation.
The right disclosures are automatically attached to each document, complete with compliance tracking.
Marketing can see which documents are being used in client interactions and receive feedback on which collateral is performing best.
All advisors have access to the same brand-approved collateral, ensuring an exceptional client experience.
Advisors can meet with clients on the go, accessing collateral through any mobile device.
Create PDF, PowerPoint, Word or Excel outputs.
Showcase your firm's thought leadership by sharing embedded videos with clients.
"Competition is greater than it has ever been, and the firms who understand this and offer an experience as close to what clients expect, will set themselves up for the most success."
Clear Path hosts Seismic's Vice President of Financial Services Craig Dunham as he addresses the intersect between innovation and regulation in wealth management.