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.
Video
Feb 18, 2021
CutterCast: Seismic: Automating Material Production
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Feb 15, 2024
CutterCast: Marketing Benchmarking Survey Results
Video
The marketing world continues to change. The newest disruption, generative AI, will forever change how marketers connect with audiences. Our recent survey inquired about how firms are using generative AI and asked many other questions. In this CutterCast, we share key trends and takeaways from our Asset Management Marketing Benchmarking survey with a focus on strategy, content, channels, and operations. Since this is the third Marketing Benchmarking survey, we are able to reflect on how industry marketing has adapted over the last 5+ years.
Aug 05, 2024
Cutter Benchmarking 2024 Client Reporting
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The results of participating Benchmarking firms' client reporting practices.
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