Wealth Management

Deliver a consistent, personalized client experience
that resonates.

 

Customer Testimonal

Sean Tesoro, Salem Five Bank

BENEFITS OF SEISMIC

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.

Wealth management firms 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

Resources

Industry News