Seismic Aids Wealth Managers in Streamlining Manual Processes, Improving Client Experiences, and Increasing Advisor Productivity
Meeting-related activities consume hours of an advisor’s day. Seismic’s new offerings help firms streamline and save time
Seismic, the global leader in enablement, shared how its customers in wealth management and across the financial services industry are leveraging its AI and automation technology to deliver more personalized, impactful client engagements and drive revenue growth.
“Advisors should be spending minutes, not hours, assembling content for a meeting. Firms must prioritize tools that empower advisors to deliver seamless client meetings and engagements in the most efficient manner possible.” Learn more about Seismic:
According to Cerulli, advisors spend more time conducting and preparing for client meetings (32%) than any other business activity. What’s more, advisors spend 11 hours per year, per client on meeting-related activities, according to The Kitces Report. Wealth management firms are seeking a modern approach to free up advisors’ time while delivering exceptional client engagements. Enablement technology powered by AI and automation makes it easier than ever before.
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Seismic – which works with more than 400 financial services firms worldwide, including four of the top five largest wealth management firms in North America – provides several products and capabilities that enable advisors to deliver the digital experiences that today’s clients expect:
- Seismic for Meetings: Built to help advisors prepare, present, and follow up on every meeting, Seismic’s latest major innovation automatically surfaces action items, recommended content, and call summaries for advisors. Advisors are empowered to deliver more impactful meetings, personalize content, and streamline compliance requirements in just a few clicks. For practice management teams and leaders, Seismic for Meetings provides insights and analytics to improve content, programs, and training for firm-wide success.
- Aura Copilot: Seismic’s generative AI-powered assistant saves advisors time by providing instant answers in a personalized layout. Aura Copilot generates tailored summaries from verified and secure sources, allowing for more time to interact with clients and less time searching for information or content.
- Digital Sales Rooms: This microsite technology empowers advisors to easily share content, meeting recordings, and messages with clients in a single location without the back-and-forth of clunky email attachments and outdated documents. Firms can utilize templates to simplify the process and ensure advisors are always sharing brand-approved, compliant content.
- CRM integrations: Seismic seamlessly integrates with both Salesforce and Microsoft Dynamics, optimizing the advisor experience and delivering more value across the advisor tech stack.
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“Advisors should be spending minutes, not hours, assembling content for a meeting,” said Doug Winter, co-founder and CEO, Seismic. “Firms must prioritize tools that empower advisors to deliver seamless client meetings and engagements in the most efficient manner possible, so they can spend more time deepening relationships and growing their business.”
Seismic customers throughout the financial services industry are reaping the time-saving benefits for their firms, including:
- One of the largest private banks in the U.S. saved 10,000 hours of work in the first seven months after implementing Seismic.
- One of the top wealth and asset management firms reduced advisors’ time spent on administrative tasks by 70%.
- A leading global investment management firm leveraged Seismic’s automation tools to save their team 23,000 hours per year in creating and distributing client content, which translates to ~$1.8M in efficiency savings from improved workflows.
