How wealth and asset managers can unify tools with Seismic

Financial services firms face a growing challenge: doing more with less. Between heightened regulatory pressure, rising customer expectations, and increased scrutiny of tech spending, there's a clear mandate to optimize efficiency without compromising capability.

For technology leaders in wealth and asset management, consolidating point solutions into a unified enablement platform isn't just about cost savings. It's about unlocking productivity, maintaining compliance, and empowering advisors and distribution teams with tools that work seamlessly together.

Why tech consolidation matters in financial services

Point solutions once offered the flexibility financial institutions craved. But now, they're showing their limits:

• Overlapping functionality creates confusion and redundant spend.
• Data silos hinder insights and slow decision-making.
• Compliance becomes harder to manage across disparate platforms.

Wealth and asset managers are recognizing the need for a centralized system that unites enablement, content, compliance, and engagement — all while integrating with the tools advisors and wholesalers already rely on.

91% of financial services leaders are increasing investment in enablement tech in 2025. Why? Because integrated solutions like Seismic's Enablement Cloud™ are transforming the frontlines — equipping advisors, wholesalers, and client-facing teams with AI-powered tools that simplify workflows and elevate performance.

Streamline Social Engagement with Built-In Compliance

One of the biggest opportunities for consolidation lies in sales and advisor engagement tools. Many financial services firms rely on point solutions for social selling — but this often exists outside the broader enablement ecosystem.

Seismic LiveSocial is a powerful alternative that integrates seamlessly within the Seismic Enablement Cloud™. Instead of toggling between multiple systems, firms can:

• Empower advisors to share compliant, on-brand content across social platforms.
• Track engagement with integrated analytics that connect social activity to revenue outcomes.
• Eliminate third-party dependencies, reducing risk and simplifying support.

For technology leaders, this consolidation offers a twofold benefit: fewer vendors to manage and more cohesive insights across the business.

Centralize compliance and content workflows

Whether you support hundreds of advisors or a global distribution team, governance is non-negotiable. With Seismic, compliance is embedded throughout the content lifecycle — from creation to delivery to archival.

Features like Seismic's dynamic watermarking, content automation, and AI-driven tagging ensure that only the right people access the right materials, with usage logged and auditable at every step.

By moving away from legacy tools or disconnected document management systems, IT teams gain:

• Real-time oversight of content usage
• Reduced legal and compliance risk
• Faster approvals and content personalization

These are just a few examples of real-world impact:

• Alliance Bernstein saved over 23,000 seller hours annually and unlocked ~$1.8M in efficiency savings by streamlining seller workflows
• Ameriprise Financial cut meeting prep time from hours to minutes — achieving a 70% reduction in administrative tasks
• BBH Private Banking saved over 10,000 hours in content production with LiveDocs automation

Build on a platform that scales with your strategy

Consolidation isn't just about cleaning house. It's about setting up infrastructure that supports digital transformation long-term.

The Seismic Enablement Cloud™ was built for scalability. With over 150 integrations — including Salesforce, AEM, and enterprise learning tools — it allows financial services organizations to extend capabilities without adding complexity.

And with AI-powered insights and automation baked in, technology leaders gain strategic visibility into what's working — and the agility to course-correct when it's not.

Make consolidation your competitive advantage

For technology leaders in wealth and asset management, the stakes are high — and the path forward is clear. Streamlining your enablement stack with Seismic means fewer tools to manage, less risk to mitigate, and more time to invest in innovation.

As you evaluate your tech landscape, ask yourself: which tools are truly helping you drive advisor effectiveness and operational excellence? And which are just adding noise?

Ready to explore how Seismic can help you reduce tech sprawl and unlock strategic value? Get a demo and discover what consolidation could look like for your firm.