At Shift 2023, experts from our award-winning Professional Services team led breakout sessions designed to help our customers navigate complex enablement journeys. In our “Shift into the New Year” series, we’re continuing to share best practices to help you develop plans for 2024 and beyond. If you haven’t already, please check out the first, second, and third posts in the series.
As we prepared for Shift 2023, we saw automation, personalization, and compliant customization as critical areas where our customers would find significant value and opportunity. Indeed, their future success relied heavily on these three key initiatives. As we navigate the first quarter of the new year, there’s a stronger emphasis on content automation, seamless personalization, and scalable customization, laying the groundwork for growth and transformation for our customers.
If you’re considering any of these initiatives, check out some of the following questions our Professional Services experts often encounter. If you answer yes to any of them, it’s time to focus on these areas:
- How can we allocate more time for our sellers to directly engage with clients?
- How can we ensure our content is personalized and relevant to each recipient?
- How can we leverage data effectively to enhance the experience for our stakeholders and customers?
Looking ahead, financial services firms face the challenge of supporting more funds and products, requiring proactive communication and adaptation to evolving regulations. Meanwhile, customers in other sectors grapple with increasingly intricate processes and the integration of multiple systems to maximize the performance of their marketing technology stack.
Seismic can help you scale to meet today’s challenges and evolve alongside you to optimize for tomorrow. From content creation to distribution, we collaborate with customers on how to leverage Seismic to enhance their production workflows, reduce time to market, and maintain compliance.
Bringing together personalization and automation
In line with my colleague Corey’s approach in the first blog post of this series, let’s ensure we’re all on the same page with these definitions:
Content personalization enables sellers to tailor content for individual client interactions.
Content automation streamlines manual workflows by integrating data, text, and other components into marketing assets.
The magic happens when personalization and automation converge. For instance, marketing teams can utilize LiveDocs to automatically incorporate data required for 80% of a fact sheet’s output, leaving only the remaining 20% to be manually updated with fund commentary, bios, and disclosures. This process is prone to errors and inefficiencies, especially when compliance reviews and approvals are handled via email, documents, or spreadsheets (which might be shared locally or in disparate locations).
At Seismic, we understand that time is money, and accuracy and compliance are paramount. Our technical experts and architects develop solutions with efficiency and measurable value at the forefront. What excites me the most, having been in the industry for 10 years, is witnessing customers immediately reap the benefits of these innovations.
Increased productivity with Fund Report Orchestrator
For example, our Fund Report Orchestrator (FRO) solution assisted EFG Asset Management (EFGAM) in streamlining their monthly commentary for their top 15 funds and quarterly commentary for remaining funds. This operational workflow involves fund managers inputting data into FRO, which is then reviewed by the marketing team before submission for compliance approval—all within a centralized platform. Additionally, the API integration with EFGAM’s website automates the publication of commentaries, eliminating manual intervention and ensuring a seamless process. Implementing FRO reduced their production and approval timeline from 15 down to 5 days, sparking a boost in overall productivity within the first month.
The Seismic Professional Services team is here to help reimagine content production and automation by enhancing workflows within a centralized location. We assist in setting up content, data, and necessary processes to execute best-in-class enablement, from commentaries to case studies. Our flexible engagements include ongoing hands-on support, customized training for self-managed teams, strategic guidance, change management best practices, and more—all aligned to help deliver on the value of content automation, powered by the Seismic Enablement Cloud™.
This is just the beginning—customers who embrace automation, personalization, and customization now will be well-prepared for forthcoming innovations. Get the most out of Seismic today—we’re here to help you get started.
