SEISMIC FOR WEALTH MANAGEMENT
Earn clients for life with digital experiences
More than 2,200+ customers trust Seismic
Deliver exceptional service
Coach advisers with bite-sized learning and surface content by sales stage so they have the right expertise. Reach digital-savvy clients where they want to be.
Build client trust
Ramp faster
Deliver learning that quickly instils confidence and competency.
Give context
Remove the guesswork so advisers know what to say and show.
Be digital-first
Connect with clients in person, on social media, via email and more.
Phil Armas
VP of Digital Business, Lincoln Financial Group
Smarter enablement.
Better outcomes.
Multi-channel interactions
Engage clients with interactive content experiences over email, social and virtual rooms – letting them pick their path.
Data-driven coaching
Build a stronger team of advisers by addressing opportunities for improvement with learning tools and client engagement insights.
Robust insights
Deliver analytics at both the macro and micro level, helping advisers tailor messaging for clients at each stage.
Governance
Govern content so advisers know what they can say and how to say it, ensuring compliance.
Extend the power of Seismic
Seismic integrates seamlessly with thousands of providers out of the box. Connect third-party data, a CRM, marketing automation tools and more with Seismic to collect and use data effectively.
View Seismic Exchange
Real-world results
300,000+ personalised and compliant emails sent monthly
