WEALTH MANAGEMENT

Wealth Management

A World-Class Client Experience Starts with Seismic.

Put the right materials at your advisors’ fingertips with a fully compliant sales enablement solution.

OUR CLIENTS

BNY Mellon
HD Vest Financial Services
Northwestern Mutual

It's Time to Comply

A comprehensive resource of everything you need to prepare for the DOL Fiduciary Rule
Benefits of Seismic

Benefits of Seismic

Advisors now have access to the latest pitchbook, commentary video or portfolio review from any mobile or desktop device. And marketing teams can rest easy knowing that everything is on-brand and fully compliant.

 

Personalized Client Experience

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

Presentation Automation

With Seismic's LiveDocs® technology, customized presentations and reviews are generated at the touch of a button, saving days of preparation.

Assured Compliance

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

Tracking and Reporting

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

Consistent Brand Messaging

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

Mobility

Advisors can meet with clients on the go, accessing collateral through any mobile device.

Multiple File Formats

Create PDF, PowerPoint, Word or Excel outputs.

Shareable Videos

Showcase your firm's thought leadership by sharing embedded videos with clients.

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

Client business planning

Site visit and finalist presentations

Institutional insights collateral

Outcome assessment presentations

HELPFUL RESOURCES

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
Fund Technology and Data, North America 2016 USE THIS GUIDE