WEALTH MANAGEMENT

Wealth Management

A World-Class Client Experience Starts with Seismic.

Put the right materials at your advisors’ fingertips with a fully compliant content automation solution.

OUR CLIENTS

BNY Mellon
HD Vest Financial Services
Northwestern Mutual

It's Time to Comply with the DOL Fiduciary Rule

A comprehensive resource of everything you need to prepare for April 2017
Benefits of Seismic

Benefits of Seismic

Advisors now have the easy access they need to the latest pitch book, commentary video or portfolio review document from their tablet or desktop. And marketing teams can rest easy, since it is always on-brand and fully compliant

 

Personalized Client Experience.

Data sources like CRM are linked into presentations, creating a personalized client experience.

Presentation Automation.

Customized presentations and reviews are generated at the touch of a button, saving days of preparation.

Deliver Consistent Brand Message.

All advisors have access to the same brand-approved collateral, ensuring an exceptional client experience.

Use Tablets for Client Meetings.

Advisors can access any collateral through a tablet device.

Share Videos with Clients.

Share videos and embed them within presentations to show clients your firm’s thought leadership.

Always Compliant.

The right disclosures are automatically attached to each document, complete with compliance tracking.

Multiple File Formats.

Create PDF, PowerPoint, Word or Excel outputs.

Tracking and Reporting.

Marketing can see which documents are being used in client interactions and receive feedback on which collateral is performing best.

PUBLISHED BY CLEAR PATH ANALYSIS

Fund Technology & Data North America 2016


"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.

Use Seismic To Automate:

 

Investment reviews

 

Client-specific performance summaries

 

Pitch books

 

Client business planning

 

Site visit and finalist presentations

 

Institutional Insights Collateral

 

Outcome assessment presentations

HELPFUL RESOURCES

To-Build-or-Buy-SE-Solution-WP_resource-image-2
To Build or Buy an Enterprise Technology Solution: A Whitepaper on Determining the Right Path Towards Sales Enablement USE THIS GUIDE
DOL Rule
It’s Time to Comply with the DOL Fiduciary Rule USE THIS GUIDE
CPA-report_resources-image
Fund Technology and Data, North America 2016 USE THIS GUIDE