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CutterCast

Feb 18, 2021 10:30 AM - 11:30 AM ET    Online

Seismic: Automating Material Production

SUMMARY

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.