Seismic Enablement Cloud Base Packages for Financial Services
- Essential: Foundational, AI-driven tools for organizations getting started with enablement
- Advanced: For organizations with established enablement motions ready to scale enablement impact
- Ultimate: For strategic enablement teams focused on program optimization and predictability
| Enablement Strategy | Essential | Advanced | Ultimate |
|---|---|---|---|
| Program Management: A central hub for Enablement & marketing teams to plan, design, activate, & optimize initiatives | • | • | • |
| Program Analytics:Insight into enablement performance across client-facing professional activity, behavior change & business outcomes w/ CRM data | • | • | • |
| Programs & Advanced Learning: Activate programs with learning journeys, hosted training events, measure certification, & event attendance | Add-On: Learning | • | • |
| Advanced Data Tools: Use Snowflake Direct Access to extract Seismic data for use in BI tools and 360-degree reporting | Add-On: Scaled Content Mgt | • | • |
| Programs & Skills: Run upskilling programs and target and measure skills growth in different program types | Add-On: Skill Development | Add-On: Skill Development | • |
| Programs & Meetings Intelligence: Gain insights into programs & content performance in meetings & customer conversations | Add-On: Mtg Intelligence | Add-On: Mtg Intelligence | • |
| Enablement Execution | Essential | Advanced | Ultimate |
|---|---|---|---|
| Content Management & Distribution: Content management tools such as governance, taxonomy controls, ownership, maintenance, & profile-based permissions. Includes Aura smart tagging & AI-generated content descriptions | • | • | • |
| Pages & Playbooks: AI-driven, customizable pages to activate enablement content & training with context in the field | • | • | • |
| Templates for Customer-Facing Teams: Create & distribute templates for presentations, Digital Sales Rooms, emails, & meetings | • | • | • |
| Channels (NewsCenter): Share company news and information, and support peer-to-peer learning | • | • | • |
| Aura Assistant for Search & Answers: Use Aura’s generative search function to find content & grow team knowledge | • | • | • |
| Publishing Approvals: Built-in approval workflows that allow organizations to define pre-publishing processes, helping to enable compliance and quality standards before content is distributed | • | • | • |
| Archiving. Platform archiving capabilities designed to support compliance activities | • | • | • |
| LiveDocs Document Generation: Automate content production by leveraging dynamic, data-integrated templates to produce content for one-to-many usage | • | • | • |
| Lessons & AI-Lesson Builder: Create, assign, schedule, and track completion of lessons and micro-learning | Add-On: Learning |
• | • |
| Learning Journeys: Multi-modal learning experiences that support different learning styles and reinforcement | • | • | |
| Events: Assign, manage and track virtual and in-person instructor-led training events | • | • | |
| Custom Delivery Options: Extract published content for various purposes, such as delivering it to external systems | Add-On: Scaled Content Mgt |
• | • |
| Multiple Team Sites: Separate content libraries appropriate for organizations with numerous globally distributed teams | • | • | |
| Bulk Email Templates: Standardized email communication via centrally managed email templates designed to support compliance workflows | Add-On | Add-On | • |
| Meeting Clips in Enablement Materials: Leverage meeting clips as content in pages & lessons | Add-On: Mtg Intelligence | Add-On: Mtg Intelligence | • |
| Customer Stories Orchestrator: Automate the creation, maintenance, and real-time updates of customer stories, logo slides, & win stories designed to increase efficiency and be confident your stories remain accurate | Add-On | • | • |
| Client Engagement | Essential | Advanced | Ultimate |
|---|---|---|---|
| Workspace Content Collaboration: Client-facing teams can save, share, & collaborate on content in the context of account-based engagements | • | • | • |
| AI Content Personalization: Leverage Presentation Builder and Presentation Agent to deliver guided personalization and AI-powered slide search/chat for building client-ready decks | • | • | • |
| Content Sharing & Digital Sales Rooms: LiveSend & DSR to share content & collaborate with clients while capturing engagement insights. Seismic content sharing embedded in client-facing team email workflow in Outlook and Gmail | • | • | • |
| Engagement Analytics: Monitor & analyze client engagement across the sales cycle | • | • | • |
| Meeting Preparation Workflow: Streamlined meeting preparation workflow to collaborate with colleagues on agenda, content, & more | • | • | • |
| Meeting Presentation Experience: Switch between pieces of content, pass presenters, access speaker notes & agenda | • | • | • |
| Learning in Meeting Preparation: Recommended learning & role play practice to prepare for a meeting | Add-On: Learning | • | • |
| LiveContent: Deliver a presentation mode that automatically converts PowerPoints into personalized, dynamic stories tailored for one-to-one engagements | Add-On: Scaled Content Mgt | • | • |
| Meeting Recordings: Review call recordings & transcripts, auto-generated meeting summaries & actions, AI-generated topics & objections | Add-On: Mtg Intelligence |
Add-On: Mtg Intelligence |
• |
| AI-Enhanced Meeting Prep & Follow-up: Call recording intelligence, follow-up w/ content recommendations, create & share clips | • | ||
| Bulk Email: Create reusable, personalized emails for client-facing teams to engage with customers and clients | Add-On | Add-On | 250K emails |
| LiveSocial: Empower teams to deliver tailored content at scale directly to their target audiences on social | Add-On | Add-On | • |
| Coaching & Development | Essential | Advanced | Ultimate |
|---|---|---|---|
| Self-Service Reporting: Build or leverage pre-built self-service reports to understand usage and field behavior | • | • | • |
| Grading: Grade client-facing professionals on lessons, micro-learning, practice, and journeys to drive knowledge growth and measure comprehension | Add-On: Learning |
• | • |
| Practice: Audio, video, chat, and email practice with customizable feedback criteria | • | • | |
| Role-Play Agent: Advanced practice through AI-simulated real-world interactions with feedback & recommendations to act upon | Add-On | • | • |
| Competency Frameworks: Create, deploy, and scale role-based competency frameworks | Add-On: Skill Development |
Add-On: Skill Development |
• |
| Skills Assessments in Coaching: Assess skill levels and assign tasks and learning assignments to support skill development | • | ||
| Coaching & Meetings Intelligence: Monitor, analyze, and provide feedback on call recordings | Add-On: Mtg Intelligence | Add-On: Mtg Intelligence | • |
For more information on these, please reach out to your Seismic representative!
Extend Your Package with Add-Ons
Design an enablement program that fits your needs by complementing your package with a range of add-ons.
Scaled Content ManagementStreamline workflows with advanced delivery options. Support multiple teams with separate libraries, enrich content with LiveContent, and connect to BI tools such as Snowflake for deeper reporting. |
Meeting IntelligenceTurn client meetings into actionable insights with AI-driven prep, coaching, and follow-up. Track content usage, capture conversation trends, embed meeting clips in enablement materials, and leverage program-level insights designed to improve execution and deal outcomes. |
LearningDeliver structured onboarding and continuous learning at scale with instructor-led events, micro-learning, and multimedia practice exercises. Track comprehension, completion, and coachability across formats like video, audio, and chat. |
Skill DevelopmentBuild and scale role-based upskilling programs with competency frameworks designed to improve performance. Assess, target, and grow skills across your enablement initiatives with full visibility into individual and team progress. |
Bulk EmailDeepen relationships while increasing impact of client-facing teams. Create reusable, personalized email templates that client-facing professionals can use to engage with clients, while saving time. |
Role-Play AgentEmpower teams to practice real scenarios with AI-driven role plays, building skills and confidence through standardized content and real-time feedback. |
Customer Stories OrchestratorCreate and maintain customer stories, logo slides, and win decks. Automate updates in real time to save time, reduce cost, and be confident every story stays accurate. |
Salesforce CRM Managed PackageEmbed Seismic directly in Salesforce to bring content and insights into workflows with Seismic web in Salesforce and Agentforce. |
Custom DomainCustomize the domain where LiveSend links for clients are generated from (i.e. yourcompany.com), removing Seismic branding. |
MicroAppsTransform flat, static content into an interactive, client-led experience that can be explored in a similar way to a website or app — no code required, all within Seismic. |
Compliance ConnectorsAutomatically sync Seismic with your compliance systems to keep content current and approved. |
Dynamic WatermarkingAutomatically add watermarks to content before it leaves Seismic to protect company IP. |
Production Clone SandboxTest, train, and explore new features in a replica of your production environment, refreshed with real data. |
Seismic TutorialsCreate interactive, step-by-step guides designed to enhance training and to help client-facing teams learn by doing. |
LiveSocialLeverage your teams voice to build connections. Extend your brand's reach by enabling approved, consistent, and personalized social selling at scale, with built-in content review workflows designed to support your compliance objectives. |
Partner Enablement NetworkA bi-directional integration between Seismic tenants that enables asset managers and other solutions providers to distribute compliant content — such as market insights and product updates — to wealth management partners. Engagement data flows back in real time, providing visibility to optimize content strategy and advisor support. |
Please reach out to your Seismic representative to select the add-ons that best complement your package!
Seismic Enablement Cloud: Essential User Licenses for Financial Services
Foundational, AI-powered tools to launch your enablement journey, move beyond manual workflows, and give client-facing teams the content, guidance, and confidence to engage clients effectively, without added complexity.
| Enablement Strategy | Standard | Partner | Viewer |
|---|---|---|---|
| Program Management: A central hub for Enablement & marketing teams to plan, design, activate, & optimize initiatives (avail to Standard users; Partner users: Submit programs only) | • | Submit only | NA |
| Program Analytics: Insight into enablement performance across client-facing professional activity, behavior change, & business outcomes w/ CRM data | • | NA | NA |
| Programs & Advanced Learning: Activate programs with learning journeys, hosted training events, measure certification, & event attendance | Add-On: Learning | NA | NA |
| Advanced Data Tools: Use Snowflake Direct Access to extract Seismic data for use in BI tools and 360-degree reporting | Add-On: Scaled Content Mgt | NA | NA |
| Programs & Skills: Run upskilling programs and target and measure skills growth in any program type | Add-On: Skill Development | NA | NA |
| Programs & Meetings Intelligence: Insight into the performance of programs & content in the context of meetings & client conversations | Add-On: Mtg Intelligence | NA | NA |
| Enablement Execution | Standard | Partner | Viewer |
|---|---|---|---|
| Aura Assistant for Search & Answers: Find content & grow team knowledge through Aura's generative answers | • | • | • |
| Content Management & Distribution: Content management tools such as governance, ownership, maintenance, & profile-based permissions. Includes Aura smart tagging & AI-generated content descriptions. | • | NA | NA |
| Pages & Playbooks: AI-driven, customizable pages to activate enablement content & training with context in the field | • | NA | NA |
| Templates for client-Facing Teams: Create & distribute templates for presentations, Digital Sales Rooms, emails, & meetings | • | NA | NA |
| Channels (NewsCenter): Share company news and information, and support peer-to-peer learning | • | NA | NA |
| Publishing Approvals: Built-in approval workflows that allow organizations to define pre-publishing processes, ensuring content meets its compliance and quality standards before it is distributed | • | NA | NA |
| Archiving. Platform archiving capabilities designed to support compliance activities | • | • |
• |
| AI-Lesson Generation: Create, assign, schedule and track completion of lessons (avail to Standard users; Partner & Viewers: take lessons only) | Add-On: Learning |
Add-On: Learning |
Add-On: Learning |
| Learning Journeys: Multi-modal learning experiences to support different learning styles (avail to Standard users; Partner & Viewers: take LJs only) | |||
| Events: Assign, manage and track virtual and in-person instructor-led training events (avail to Standard users; Partner & Viewers: attend events only) | |||
| Custom Delivery Options: Extract published content for various purposes, such as delivering it to external systems | Add-On: Scaled Content Mgt |
NA | NA |
| Multiple Team Sites: Separate content libraries appropriate for organizations with numerous globally distributed teams | NA | NA | |
| Bulk Email Templates: Standardized email communication via centrally managed email templates designed to support compliance workflows | Add-On | NA | NA |
| Meeting Clips in Enablement Materials: Leverage meeting clips as content in pages & lessons | Add-On: Mtg Intelligence | Add-On: Mtg Intelligence | NA |
| Customer Stories Orchestrator: Automate the creation, maintenance, and real-time updates of customer stories, logo slides, & win stories designed to increase efficiency and be confident your stories remain accurate | Add-On | Add-On | NA |
| Client Engagement | Standard | Partner | Viewer |
|---|---|---|---|
| Workspace Content Collaboration: Client-facing teams can save, share, & collaborate on content in the context of account-based engagements | • | • | • |
| AI Content Personalization: Leverage Presentation Builder and Presentation Agent to deliver guided personalization and AI-powered slide search/chat for building client-ready decks | • | • | NA |
| Content Sharing & Digital Sales Rooms:LiveSend & DSR to share content & collaborate with clients while capturing engagement insights. Seismic content sharing embedded in client-facing team email workflow in Outlook and Gmail | • | • | NA |
| Meeting Preparation Workflow: Streamlined meeting preparation workflow to collaborate with teams on agenda, content, & more | • | • | NA |
| Meeting Presentation Experience: Switch between pieces of content, pass presenters, access speaker notes & agenda | • | • | NA |
| Engagement Analytics: Monitor & analyze client engagement across the sales cycle | • | NA | NA |
| Learning in Meeting Preparation: Recommended learning & role play practice to prepare for a meeting | Add-On: Learning | Add-On: Learning | NA |
| Meeting Recordings: Review call recordings & transcripts, auto-generated meeting summaries & actions, AI-generated topics & objections | Add-on: Mtg Intelligence |
Add-On: Mtg Intelligence |
NA |
| AI-Enhanced Meeting Prep & Follow-up: Call recording intelligence, follow-up w/ content recommendations, create & share clips | NA | ||
| LiveContent: Deliver an improved presentation mode that automatically converts PowerPoints into personalized, dynamic stories tailored for one-to-one engagements | Add-On: Scaled Content Mgt | NA | NA |
| Bulk Email: Create reusable, personalized emails for client-facing teams to engage with clients | Add-On | NA | NA |
| LiveSocial: Empower teams to deliver tailored content at scale directly to their target audiences on social | Add-On | NA | NA |
Seismic Enablement Cloud: Advanced User Licenses for Financial Services
Structured, scalable enablement to optimize your go to market initiatives, integrate learning and coaching, and unify content and analytics, so you can deliver consistent, measurable impact across the business.
| Enablement Strategy | Standard | Partner | Viewer |
|---|---|---|---|
| Program Management: A central hub for Enablement & marketing teams to plan, design, activate, & optimize initiatives (avail to Standard users; Partner users: Submit programs only) | • | Submit only | NA |
| Program Analytics: Insight into enablement performance across client-facing professional activity, behavior change & business outcomes w/ CRM data | • | NA | NA |
| Programs & Advanced Learning: Activate programs with learning journeys, hosted training events, measure certification, & event attendance | • | NA | NA |
| Advanced Data Tools: Use Snowflake Direct Access to extract Seismic data for use in BI tools and 360-degree reporting | • | NA | NA |
| Programs & Skills: Run upskilling programs and target and measure skills growth in any program type | Add-On: Skill Development | NA | NA |
| Programs & Meetings Intelligence: Gain insights into the performance of programs & content in the context of meetings & customer conversations | Add-On: Mtg Intelligence | NA | NA |
| Enablement Execution | Standard | Partner | Viewer |
|---|---|---|---|
| Content Management & Distribution: Content management tools such as governance, ownership, maintenance, & profile-based permissions. Includes Aura smart tagging & AI-generated content descriptions. | • | NA | NA |
| Pages & Playbooks: AI-driven, customizable pages to activate enablement content & training with context in the field | • | NA | NA |
| Templates for Customer-Facing Teams: Create & distribute templates for presentations, Digital Sales Rooms, emails, & meetings | • | NA | NA |
| Channels (NewsCenter): Share company news and information, and support peer-to-peer learning | • | NA | NA |
| Aura Assistant for Search & Answers: Quickly & efficiently find content & grow team knowledge through Aura's generative answers | • | • | • |
| AI-Lesson Generation: Create, assign, schedule and track completion of lessons (avail to Standard users; Partner & Viewers: take lessons only) | • | Take only | Take only |
| Learning Journeys: Multi-modal learning experiences to support unique learning styles (avail to Standard users; Partner & Viewers: take LJs only) | • | Take only | Take only |
| Events: Assign, manage & track virtual and in-person instructor-led training events (avail to Standard users; Partner & Viewers: attend events only) | • | Attend only | Attend only |
| Custom Delivery Options: Extract published content for various purposes, such as delivering it to external systems | • | NA | NA |
| Publishing Approvals: Built-in approval workflows that allow organizations to define pre-publishing processes, helping to enable compliance and quality standards before it is distributed | • | NA | NA |
| Archiving. Archiving. Platform archiving capabilities designed to support compliance activities | • | • | • |
| LiveDocs Document Generation: Automate content production by leveraging dynamic, data-integrated templates to produce content for one-to-many usage | • | • | NA |
| Multiple Team Sites: Separate content libraries appropriate for organizations with numerous globally distributed teams | • | NA | NA |
| Meeting Clips in Enablement Materials: Leverage meeting clips as content in pages & lessons | Add-On: Mtg Intelligence | Add-On: Mtg Intelligence | NA |
| Customer Stories Orchestrator: Automate the creation, maintenance, and real-time updates of customer stories, logo slides, & win stories designed to increase efficiency and be confident your stories remain accurate | Add-On | NA | NA |
| Bulk Email Templates: Standardized email communication via centrally managed email templates designed to support compliance workflows | Add-On | NA | NA |
| Client Engagement | Standard | Partner | Viewer |
|---|---|---|---|
| Workspace Content Collaboration:Client-facing teams can save, share, & collaborate on content in the context of account-based engagements | • | • | • |
| AI Content Personalization: Leverage Presentation Builder and Presentation Agent to deliver guided personalization and AI-powered slide search/chat for building client-ready decks | • | • | NA |
| Content Sharing & Digital Sales Rooms: LiveSend & DSR to share content & collaborate with clients while capturing engagement insights. Seismic content sharing embedded in client-facing team email workflow in Outlook and Gmail | • | • | NA |
| Meeting Preparation Workflow: Streamlined meeting preparation workflow to collaborate with deal teams on agenda, content, & more | • | • | NA |
| Meeting Presentation Experience: Switch between pieces of content, pass presenters, access speaker notes & agenda | • | • | NA |
| Learning in Meeting Preparation: Recommended learning & role play practice to prepare for a meeting | • | • | NA |
| LiveContent: Deliver a presentation mode that automatically converts PowerPoints into personalized, dynamic stories tailored for one-to-one engagements | • | NA | NA |
| Engagement Analytics: Monitor & analyze client engagement across the sales cycle | • | NA | NA |
| Meeting Recordings: Review call recordings & transcripts, auto-generated meeting summaries & actions, AI-generated topics & objections | Add-On: Mtg Intelligence |
Add-On: Mtg Intelligence |
NA |
| AI-Enhanced Meeting Prep & Follow-up: Call recording intelligence, follow-up w/ content recommendations, create & share clips | NA | ||
| Bulk Email: Create reusable, personalized emails for client-facing teams and relationship managers to engage with clients | Add-On | NA | NA |
| LiveSocial: Empower teams to deliver tailored content at scale directly to their target audiences on social | Add-On | NA | NA |
| Coaching & Development | Standard | Partner | Viewer |
|---|---|---|---|
| Practice: Audio, video, chat, and email practice with customizable feedback criteria | • | • | NA |
| Role-Play Agent: Advanced practice through AI-simulated real-world interactions with feedback & recommendations to act upon | • | • | NA |
| Self-Service Reporting: Build or leverage pre-built self-service reports to understand usage and field behavior | • | NA | NA |
| Grading:Grade client-facing teams on lessons, micro-learning, practice, and journeys to drive knowledge growth and measure comprehension | • | NA | NA |
| Competency Frameworks: Create, deploy, and scale role-based competency frameworks | Add-On: Skill Development |
NA | NA |
| Skills Assessments in Coaching: Assess skill levels and assign tasks and learning assignments to support skill development | NA | NA | |
| Coaching & Meetings Intelligence: Monitor, analyze, and provide feedback on call recordings | Add-On: Mtg Intelligence | NA | NA |
Seismic Enablement Cloud: Ultimate User Licenses for Financial Services
Comprehensive, data-driven enablement to optimize performance of client-facing teams, scale skill development, and enhance client engagement, so you can drive consistent growth and agility across the business.
| Enablement Strategy | Standard | Partner | Viewer |
|---|---|---|---|
| Program Management: A central hub for Enablement & marketing teams to plan, design, activate, & optimize initiatives (avail to Standard users; Partner users: Submit programs only) | • | Submit only | NA |
| Program Analytics:Insight into enablement performance across client — facing professional activity, behavior change & business outcomes w/ CRM data | • | NA | NA |
| Programs & Advanced Learning: Activate programs with learning journeys, hosted training events, measure certification, & event attendance | • | NA | NA |
| Advanced Data Tools: Use Snowflake Direct Access to extract Seismic data for use in BI tools and 360-degree reporting | • | NA | NA |
| Programs & Skills: Run upskilling programs and target and measure skills growth in any program type | • | NA | NA |
| Programs & Meetings Intelligence: Gain insights into the performance of programs & content in the context of meetings & client conversations | • | NA | NA |
| Enablement Execution | Standard | Partner | Viewer |
|---|---|---|---|
| Content Management & Distribution: Content management tools such as governance, ownership, maintenance, & profile-based permissions. Includes Aura smart tagging & AI-generated content descriptions. | • | NA | NA |
| Pages & Playbooks: AI-driven, customizable pages to activate enablement content & training with context in the field | • | NA | NA |
| Templates for Customer-Facing Teams: Create & distribute templates for presentations, Digital Sales Rooms, emails, & meetings | • | NA | NA |
| Channels (NewsCenter): Share company news and information, and support peer-to-peer learning | • | • | • |
| Aura Assistant for Search & Answers: Use Aura's generative search function to find content & grow team knowledge | • | • | • |
| AI-Lesson Generation: Create, assign, schedule and track completion of lessons (avail to Standard users; Partner & Viewers: take lessons only) | • | Take only | Take only |
| Learning Journeys: Multi-modal learning experiences to support different learning styles (avail to Standard users; Partner & Viewers: take LJs only) | • | Take only | Take only |
| Events: Assign, manage & track virtual and in-person instructor-led training events only (avail to Standard users; Partner & Viewers: attend only) | • | Attend only | Attend only |
| Meeting Clips in Enablement Materials: Leverage meeting clips as content in pages & lessons | • | • | NA |
| LiveDocs Document Generation: Automate content production by leveraging dynamic, data-integrated templates to produce content for one-to-many usage | • | • | NA |
| Custom Delivery Options: Extract published content for various purposes, such as delivering it to external systems | • | NA | NA |
| Publishing Approvals: Built-in approval workflows that allow organizations to define pre-publishing processes, helping to enable compliance and quality standards before it is distributed | • | NA | NA |
| Archiving. Platform archiving capabilities designed to support compliance activities | • | • | • |
| Multiple Team Sites: Separate content libraries appropriate for organizations with numerous globally distributed teams | • | NA | NA |
| Bulk Email Templates: Standardized email communication via centrally managed email templates designed to support compliance workflows | • | NA | NA |
| Customer Stories Orchestrator: Automate the creation, maintenance, and real-time updates of customer stories, logo slides, & win stories designed to increase efficiency and be confident your stories remain accurate | Add-On | NA | NA |
| Client Engagement | Standard | Partner | Viewer |
|---|---|---|---|
| Workspace Content Collaboration: Client-facing teams can save, share, & collaborate on content in the context of account-based engagements | • | • | • |
| AI Content Personalization: Leverage Presentation Builder and Presentation Agent to deliver guided personalization and AI-powered slide search/chat for building client-ready decks | • | • | NA |
| Content Sharing & Digital Sales Rooms:LiveSend & DSR to share content & collaborate with clients while capturing engagement insights. Seismic content sharing embedded in client-facing team email workflow in Outlook and Gmail | • | • | NA |
| Meeting Preparation Workflow: Streamlined meeting preparation workflow to collaborate with deal teams on agenda, content, & more | • | • | NA |
| Meeting Presentation Experience: Seamlessly switch between pieces of content, pass presenters, access speaker notes & agenda | • | • | NA |
| Learning in Meeting Preparation: Recommended learning & role play practice to prepare for a meeting | • | • | NA |
| Meeting Recordings: Review call recordings & transcripts, auto-generated meeting summaries & actions, AI-generated topics & objections | • | • | NA |
| AI-Enhanced Meeting Prep & Follow-up: Call recording intelligence, follow-up w/ content recommendations, create & share clips | • | • | NA |
| Engagement Analytics: Monitor & analyze client engagement across the sales cycle | • | NA | NA |
| LiveContent: Deliver a presentation mode that automatically converts PowerPoints into personalized, dynamic stories tailored for one-to-one engagements | • | NA | NA |
| Bulk Email: Create reusable, personalized emails for client-facing teams and relationship managers to engage with clients | • | NA | NA |
| LiveSocial: Empower teams to deliver tailored content at scale directly to their target audiences on social | • | NA | NA |
| Coaching & Development | Standard | Partner | Viewer |
|---|---|---|---|
| Practice: Audio, video, chat, and email practice with customizable feedback criteria | • | • | NA |
| Role-Play Agent: Advanced practice through AI-simulated real-world interactions with feedback & recommendations to act upon | • | • | NA |
| Self-Service Reporting: Build or leverage pre-built self-service reports to understand usage and field behavior | • | NA | NA |
| Grading: Grade client-facing teams on lessons, micro-learning, practice, and journeys to drive knowledge growth and measure comprehension | • | NA | NA |
| Competency Frameworks: Create, deploy, and scale role-based competency frameworks | • | NA | NA |
| Skills Assessments in Coaching: Assess skill levels and assign tasks and learning assignments to support skill development | • | NA | NA |
| Coaching & Meetings Intelligence: Monitor, analyze, and provide feedback on call recordings | • | NA | NA |
Seismic Enablement Cloud User License Definitions
Three license types are available with Seismic Enablement Cloud packages
Standard
Standard users include client-facing professionals, marketers, product, marketing compliance reviewers (including registered principals) and enablement/sales coaching & learning professionals. These users require broad functionality to create, share, and manage content, participate in programs, and access analytics. Standard Licenses provide the most access to Seismic capabilities, including the ability to administer roles and permissions when needed.
Example: a financial advisor building personalized content for a prospect, or an enablement/advisor coaching leader assigning training across teams.
Partner
Partner users are individuals within your channel partners, distributors, or resellers who need secure access to Seismic content and learning to support joint sales activities. Partner license is for external partner users only and is not available to internal employees. This license enables partners to engage with the resources they need without overexposing sensitive internal content.
Example: An approved business partner logging in to complete a training module and download the latest approved collateral.
Viewer
Viewer users are employees inside your organization who use Seismic primarily as an internal hub for reference, in a read-only capacity. They can browse and consume content but cannot create, edit, or manage assets. This license is limited to supporting teams such as HR, finance, back office, technology, and executives who need visibility into approved materials without requiring advanced features.
Example: An executive looking for a pitchbook/presentation for a fund/product/offering; a fund accountant looking for a product fact sheet.
For each license, Seismic Admins have the flexibility to specify the roles of each user within Seismic and adjust certain permissions associated with each role to craft the Seismic experience to your unique needs. This matrix indicates to which capabilities license holders have general access but does not always specify the level of access they have. Partner and Viewer access levels may vary.