RESEARCH REPORT
Harvard Business Review Analytic Services: Accelerating Growth Through Revenue Enablement
Modern revenue and go-to-market leaders in financial services are navigating a perfect storm: macroeconomic volatility, evolving client expectations, and a growing demand for personalized, high-value experiences. In this environment, leading firms are embracing revenue enablement as a long-term strategy to empower advisors and deliver growth at scale.
In association with Harvard Business Review Analytic Services, this Seismic research report uncovers how organizations —especially in complex, regulated industries like banking, wealth, and asset management — are equipping their teams for agility, alignment, and sustained success.
About this Research Report
This Harvard Business Review Analytic Services Pulse Report explores how revenue enablement is evolving to meet today's GTM challenges in financial services and beyond, from fragmented infrastructure to underdeveloped advisor training and support.
- The report includes insights from Cheryl Delany, SVP of Digital Marketing Client Experience and Analytics at Franklin Templeton, on the role of enablement in improving advisor onboarding, training, and content accessibility.
- 315 decision-makers from around the world shared how they're prioritizing talent, technology, and client engagement in an uncertain economy.
- Seismic's CEO and co-founder, Doug Winter, shares his perspective on why enabling advisors with the right tools, insights, and resources is key to sustainable, client-first growth.
What you'll learn
- Why revenue leaders across financial services are evolving enablement from a one-time investment to a strategic discipline
- Where firms are applying AI—like agentic coaching tools and intelligent automation—to boost advisor productivity and enhance client engagement
- How firms are addressing persistent gaps in advisor training, cross-functional coordination, and GTM strategy execution
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