Automating Content Production and Surfacing the Right Collateral
With Seismic, Joy and her team have officially traded in their in-house client presentation generator for a more powerful, modern solution.
For this implementation, they created a single LiveDoc (a dynamic, automated template) that relationship teams use to personalize decks for client meetings. LiveDocs automatically add known information to custom fields within documents and presentations in minutes using a pre-approved, up-to-date, compliant template. This "Client Review LiveDoc," as Joy called it, provides a more intuitive experience for the business.
Following the success of their Client Review LiveDoc implementation, Joy created three additional LiveDocs for internal business users to customize for prospective clients. These three files have replaced fifteen individual slide decks which required manual upkeep.
"Marketing loves this change. Having fifteen different decks with common slides among them was tedious because updates to those slides needed to be made in each of the decks separately. By using shared slides in LiveDocs, that pain is eliminated. Now — when we update and promote the information in the shared slide, it's automatically available everywhere," shared Joy.
Since content production and automation are now so simple, naturally, relationship teams want an efficient way to search and surface the right customizable content as well. Joy was at Shift22 discussing this with her breakfast companions when Amber Mellano, a Seismic revenue enablement team member, spoke up and asked if she was considering using Seismic's "highlight in search" capability. She hadn't, but Joy couldn't imagine BBH without it now.
Joy explained, "Every business has its nicknames and acronyms for things that all mean the same thing, especially in the financial sector. Our issue was that internal users were searching using six or seven of these different phrases that mean the same thing, and they struggled to find exactly what they were looking for." Thankfully, with highlighted search in Seismic, Joy can create quick rules as an Admin where anytime someone searches for one of these six or seven terms that mean X, Seismic knows to point them all to content tagged as X.
After just six months with search capabilities, BBH employees have completed 9,000 queries. So, offering search and optimizing it over time, as Joy is doing, makes a massive difference internally and saves teammates lots of time.
