Seismic Aids Wealth Managers in Streamlining Manual Processes, Improving Client Experiences, and Increasing Advisor Productivity
June 04 2024 - 9:01AM
Business Wire
Meeting-related activities consume hours of an
advisor’s day. Seismic’s new offerings help firms streamline and
save time
Seismic, the global leader in enablement, today shared how its
customers in wealth management and across the financial services
industry are leveraging its AI and automation technology to deliver
more personalized, impactful client engagements and drive revenue
growth.
According to Cerulli, advisors spend more time conducting and
preparing for client meetings (32%) than any other business
activity. What’s more, advisors spend 11 hours per year, per client
on meeting-related activities, according to The Kitces Report.
Wealth management firms are seeking a modern approach to free up
advisors’ time while delivering exceptional client engagements.
Enablement technology powered by AI and automation makes it easier
than ever before.
Seismic – which works with more than 400 financial services
firms worldwide, including four of the top five largest wealth
management firms in North America – provides several products and
capabilities that enable advisors to deliver the digital
experiences that today’s clients expect:
- Seismic for Meetings: Built to help advisors prepare,
present, and follow up on every meeting, Seismic’s latest major
innovation automatically surfaces action items, recommended
content, and call summaries for advisors. Advisors are empowered to
deliver more impactful meetings, personalize content, and
streamline compliance requirements in just a few clicks. For
practice management teams and leaders, Seismic for Meetings
provides insights and analytics to improve content, programs, and
training for firm-wide success.
- Aura Copilot: Seismic’s generative AI-powered assistant
saves advisors time by providing instant answers in a personalized
layout. Aura Copilot generates tailored summaries from verified and
secure sources, allowing for more time to interact with clients and
less time searching for information or content.
- Digital Sales Rooms: This microsite technology
empowers advisors to easily share content, meeting recordings, and
messages with clients in a single location without the
back-and-forth of clunky email attachments and outdated documents.
Firms can utilize templates to simplify the process and ensure
advisors are always sharing brand-approved, compliant content.
- CRM integrations: Seismic seamlessly integrates
with both Salesforce and Microsoft Dynamics, optimizing the advisor
experience and delivering more value across the advisor tech
stack.
“Advisors should be spending minutes, not hours, assembling
content for a meeting,” said Doug Winter, co-founder and CEO,
Seismic. “Firms must prioritize tools that empower advisors to
deliver seamless client meetings and engagements in the most
efficient manner possible, so they can spend more time deepening
relationships and growing their business.”
Seismic customers throughout the financial services industry are
reaping the time-saving benefits for their firms, including:
- One of the largest private banks in the U.S. saved 10,000 hours
of work in the first seven months after implementing Seismic.
- One of the top wealth and asset management firms reduced
advisors’ time spent on administrative tasks by 70%.
- A leading global investment management firm leveraged Seismic’s
automation tools to save their team 23,000 hours per year in
creating and distributing client content, which translates to
~$1.8M in efficiency savings from improved workflows.
To see more customer stories in your industry, visit
Seismic.com. Learn more about how Seismic is transforming advisor
and client experiences across the financial services industry on
our website.
About Seismic
Seismic is the global leader in enablement, helping
organizations engage customers, enable teams, and ignite revenue
growth. The Seismic Enablement Cloud™ is the most powerful, unified
enablement platform that equips customer-facing teams with the
right skills, content, tools, and insights to grow and win. From
the world’s largest enterprises to startups and small businesses,
more than 2,000 organizations around the globe trust Seismic for
their enablement needs. Seismic is headquartered in San Diego with
offices across North America, Europe, and Australia.
To learn more, visit Seismic.com and follow us on LinkedIn, X
(formerly Twitter) and Instagram.
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version on businesswire.com: https://www.businesswire.com/news/home/20240604452880/en/
Natalie Beaulieu Communications Director, Seismic
nbeaulieu@seismic.com