Technology Providers (Document Management)

Seismic is the leading end- to -end sales enablement solution for institutional financial services firms worldwide. Seismic ’ s platform gives asset and wealth management firms and business banks the ability to deliver the right client content at the right time , facilitating a world-class client experience. With Seismic, marketing teams are automating the personalization of client-facing materials via Seismic ’ s award-winning LiveDocs® technology, which are then automatically accessed by distribution teams at any time, on any device, and always fully compliant, allowing them to spend more time developing and nurturing client relation ships. Headquartered in San Diego and more than 250 employees across the globe, Seismic is privately held by its founding executive team and investment firms General Atlantic, JMI Equity, and Jackson Square Ventures.


Seismic WorkSpace

Seismic is the leading sales enablement solution that allows client-facing teams to personalize content at scale and equips advisors with the right content for e very interaction, dramatically improving time spent interacting with clients.

In April 2016, Seismic announced the launch of WorkSpace. WorkSpace is a virtual forum where advisors collectively gather and store relevant content from both inside and outside their Seismic account, fine-tune and annotate presentation materials, and share and access content on any device, online or offline. Content collaboration features include the ability f or advisors to review and provide feedback on content via annotated comments and content mark-up. Additionally, WorkSpace offers video annotation, allowing teams to provide frame- by -frame commentary, audio feedback, and presentation coaching.

With WorkSpace in place, Seismic ’ s growing set of sales enablement features continues to produce significant, quantifiable results for customers. A May 2016 study conducted by Forrester Consulting, based on interviews with four Seismic clients, found a 578% return on investment for enterprises that deploy Seismic. Specific gains include an 85% increase in productivity in time spent finding and developing materials among sales team s, a 15% revenue gain in cross- sell/upsell opportunities, and an additional 15% revenue gain in new business revenue due to better prospect touchpoints. Finally, marketing teams experience a 30% increase in productivity from developing and managing sales materials.

In 2017, WorkSpace won gold in the Stevie® Awards for Sales and Customer Services in the Collaboration Solution category, and it is currently a MITX Award finalist for Best Employee Efficiency Tool.

Category Finalists

Key Business Leader

Craig Dunham, VP and GM of Financial Services, Seismic
PR Manager

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