Delivers a Better Client Experience with Seismic
Dean Heltemes — Vice President of Business Architecture
70%
Reduction in administrative tasks
Share
Ameriprise Financial, headquartered in Minneapolis, is a leading financial services firm with a history dating back to 1894. Renowned for personalized financial advice and a commitment to client-centric solutions, the company offers a comprehensive range of services, including wealth and asset management, insurance, and estate planning.
The Challenge
Streamlining Advisor Meetings to Improve Efficiency and Consistency
Ameriprise Financial was looking for ways to improve efficiency in its wealth management practices. A key area of focus to enhance efficiencies began with managing client meetings. Most advisors’ time was consumed by meetings, including prepping for meetings, conducting meetings, and following up on them. These activities were largely manual, with advisors logging into various systems, downloading reports, and aggregating materials differently. This manual process was time-consuming, and Ameriprise sought a way to automate it to save time for their advisors.
Another challenge was the need for more consistency in the client experience. With thousands of advisors using different methods for meeting preparation, the content they delivered to clients was inconsistent. Ameriprise wanted to standardize and improve the client experience by providing a more consistent and on-brand solution to all of their advisors.
