Wealth Management Firm Was Able to Generate Significant Time Savings and Client Experience Improvements through the Use of Seismic’s Sales Enablement Solution
Seismic, the leading global sales and marketing enablement solution for financial services and Sullivan Bruyette Speros & Blayney (SBSB) recently announced that they have been named a winner in the 2018 Gramercy Financial Marketing Strategy Awards for Best Content Personalization Strategy.
“We are incredibly excited to have won a Gramercy Financial Marketing Strategy Award with SBSB. Clients like SBSB are changing the way wealth managers approach the creation of the client-facing content to save time and increase conversion, and to be recognized by an organization like Gramercy for assisting them in that regard is a great honor for Seismic,” said Craig Dunham, VP and GM of financial services at Seismic.
The submission, entitled “Content Personalization at Scale at Sullivan Bruyette Speros & Blayney,” focused on the time savings and client relationship building benefits SBSB produced after implementing Seismic. SBSB had found success through first-rate, personalized client experiences. However, as the firm continued to grow, such levels of personalization in client collateral were becoming increasingly time-consuming to maintain, resulting in an approximate average client presentation development time of 10 hours.
After implementing Seismic’s sales enablement solution, which allowed SBSB advisors to automatically personalize client investment plan builders and presentations while also automating the process of including the right disclosures for compliance purposes, SBSB was able to decrease content development time to approximately four hours, a savings of 250 percent.
Seismic also automatically included only the financial information relevant to the client and the particular meeting they were in with the advisor, resulting in much more productive, beneficial interactions with both current and prospective clients.
“SBSB prides itself on facilitating an experience for clients that they simply cannot find anywhere else, whether that’s through the counsel they receive or the collateral they are presented with. Seismic has helped us maintain this ethos as we continue to grow with a dynamic, modern approach to client content creation, and the results are more and more happy clients,” said Greg Sullivan, President and CEO of SBSB.