Client relationships are the cornerstone of financial services firms. Content plays an important role in how financial advisors tell stories and build trust with their clients. However, in organizations that don’t have enablement solutions, financial advisors often find themselves spending more time creating content and less time with their clients.
Schroder’s, a British asset management firm, faced these issues, but they have two secret weapons: Sharon Wilson and Seismic. Sharon is the Head of Investment and Product Management at Schroders, and when her team was spending too much time producing content, she sought a partner to help control the chaos.
Seismic partnered with Sharon and Schroder’s to streamline content creation and global compliance requirements. The goal? To help their advisors spend less time on “no-fun” work and more time with their clients. Let’s check out their story!
As you can see, Seismic and sales enablement are game-changers for the financial services industry. Need more proof? We’ve got data to back it up. In The 2023 Value of Sales Enablement Report, 78% of respondents who use sales enablement said it helps them provide a better client experience.
If you’re ready to learn how you can save time on “no-fun” tasks like content creation and managing disclaimers, get a demo or reach out to your customer success manager.