CutterCast: Seismic Automating Material Production
Feb 18 Thu · 2021 10:30am - 11:30am EDT
Where:

Virtual

Share This Event
This event has concluded
On This Page

Event Summary

Seismic is a widely adopted tool within asset and wealth management firms. While the vendor describes it as a sales enablement tool, Seismic offers many benefits in its ability to automate the production of presentations such as pitchbooks and client account reviews. In this discussion, we examine how member firms have leveraged the tool to automate data into slides, master slides, and build personalized presentations.

Speakers

Cutter

Gina McCafferty

Principal – Head of Research

Cindy Sealey, CFA

Principal – Practice Lead, Client Facing

Philip Orlando, CFA

Director
Guests

Livia Amado

Marketing Specialist, Polen Capital

Victoria Branson

Product Owner, Seismic – Pitchbooks, T. Rowe Price

Jay O’Conor

Product Manager, T. Rowe Price

Neetu Patro

Sr. IT Product Manager, Capital Group

Eric Urquilla

Sr. Business Systems Administrator, Capital Group

Whether developing operational strategies that drive meaningful value, or evaluating, selecting, and implementing systems, Cutter is here to help.