Financial Services
Seismic Sessions: Enabling Financial Services
Seismic Sessions – Enabling Financial Services
PODCAST
Episode 11: How End-to-End Customer Journeys Generate Profitability and Growth in B2B Sales
Joined by Nils Hafner from Luzern University of Applied Sciences and Art, and Adrian Whelan from Brown Brothers Harriman, we discuss modernising B2B sales in Financial Services by enhancing customer experiences and improving sales processes.
Episode 10: Protecting the Brand
Episode 9: The Evolution of Commercial Roles in Financial Services
Episode 8: The Hedgehog Theory
Episode 7: The Evolution of Product Strategy in FS and the Impact AI Will Have on the Future of It
Episode 6: How Wealth Managers Can Use Tech to Navigate Consumer Duty
Episode 5: Enablement for Learning and Coaching
Episode 4: The Value of Community
Episode 3: Embedded Compliance
Episode 2: Marketing in a Downturned Economy
Episode 1: Bridging the Gap for DEI with Coaching
Seismic Sessions: Live online
Thursday 31st October | 3:00 – 4.00p.m. GMT | LinkedIn Live
How to customise content effortlessly
Are you tired of your team spending countless hours creating and updating documents?
Rachael and Greg will reveal how leading financial institutions are streamlining their content creation process, ensuring every client interaction is backed by personalised, professional, and compliant materials.
Discover how to:
- Refresh pitchbooks in record time
- Create tailored fact sheets for multiple funds effortlessly
- Generate Quarterly Investment Reviews (QIRs) with precision and ease
Learn how to mitigate risk by eliminating points of manual intervention. With 100% secure cloud execution and delivery, you’ll have the confidence that your materials are always up-to-date and compliant.
Seismic Sessions: Live in London
Thursday 7th November | 8:30 – 10:30 a.m. | Eight Club, Moorgate
B2B Social Media Campaigns for FS
Join us to discuss how Financial Services can leverage social media for B2B Marketing and sales. With over a billion users now on LinkedIn we will explore how you can enable your go-to-market teams to stand out while also remaining compliant. We will also explore how you can leverage AI and technology to do this.
Seismic Sessions: On Demand
Download and watch on demand
Enablement For Financial Services
Unlock the secrets to building a powerful enablement charter and discover the immense value it can bring to your organisation!
Gain firsthand insights from our guest Jason Sharpe, as he shares his experience in establishing a successful enablement team at Bank of America and provides actionable steps for setting up your own enablement charter.
