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.
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Feb 18, 2021
CutterCast: Seismic: Automating Material Production
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CutterCast: Client Reporting 2024 Benchmarking Survey Results
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In this CutterCast, we share key trends and takeaways from our Client Reporting Benchmarking survey.
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Closing the Governance Gap: Independent Umbrella Services for Asset and Wealth Management Transformations
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Independent umbrella governance closes the gap created by shrinking PMOs and rising transformation complexity, restoring objective oversight, disciplined decision‑making, and cross‑workstream coordination without the fixed cost of rebuilding permanent governance capacity.
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