Reqister/Log in

Seismic Sales Enablement Platform from Seismic

Automated pitchbook and presentation generation, compliance-approved content library, personalization at scale, real-time data integration from multiple sources, content usage analytics, and mobile accessibility for financial advisors and sales teams.

Is this your product?

More about Seismic

Product analysis by function

Document Generation Systems for Product Development & Management

Solutions that automate the creation and maintenance of product documentation including prospectuses, fact sheets, KIIDs, and other regulatory and marketing materials.
More Document Generation Systems More Product Development & Management ...

Document Creation & Template Management
(11 Yes /11 Known /11 Possible features)

Data Integration & Connectivity
(9 Yes /9 Known /10 Possible features)

Regulatory Compliance & Legal Features
(8 Yes /8 Known /10 Possible features)

Workflow, Collaboration & Review
(10 Yes /10 Known /10 Possible features)

Output Formats & Distribution
(9 Yes /9 Known /10 Possible features)

Localization & Multilingual Support
(5 Yes /5 Known /8 Possible features)

Security, Permissions & Audit
(10 Yes /10 Known /10 Possible features)

Performance, Scale & Automation
(5 Yes /5 Known /10 Possible features)

Reporting, Monitoring & Analytics
(9 Yes /9 Known /10 Possible features)

User Experience & Accessibility
(7 Yes /7 Known /10 Possible features)

Integration & Extensibility
(10 Yes /10 Known /10 Possible features)

Marketing Automation Platforms for Distribution & Sales

Software that automates marketing workflows, campaign management, lead nurturing, and performance tracking across digital and traditional channels.
More Marketing Automation Platforms More Distribution & Sales ...

Campaign Management
(7 Yes /7 Known /12 Possible features)

Lead Management & Nurturing
(7 Yes /7 Known /11 Possible features)

Analytics & Reporting
(10 Yes /10 Known /11 Possible features)

Integration & Connectivity
(7 Yes /7 Known /10 Possible features)

User Management & Collaboration
(6 Yes /6 Known /7 Possible features)

Personalization & Dynamic Content
(5 Yes /5 Known /6 Possible features)

Regulatory Compliance & Security
(8 Yes /8 Known /8 Possible features)

Journey Orchestration & Automation
(4 Yes /4 Known /6 Possible features)

Content Management
(8 Yes /8 Known /9 Possible features)

Data Quality & Management
(8 Yes /8 Known /9 Possible features)

Support & Training
(7 Yes /7 Known /8 Possible features)

Social Media Management Tools for Business Development and Marketing

Compliance-oriented platforms that facilitate advisor engagement on social media with content pre-approval workflows, archiving capabilities, and analytics to measure engagement.
More Social Media Management Tools More Business Development and Marketing ...

Account Integration
(8 Yes /8 Known /10 Possible features)

Content Creation & Scheduling
(6 Yes /6 Known /12 Possible features)

Compliance & Security
(8 Yes /8 Known /11 Possible features)

Analytics & Reporting
(4 Yes /4 Known /11 Possible features)

Lead Generation & CRM
(0 Yes /0 Known /10 Possible features)

Collaboration & User Management
(2 Yes /2 Known /10 Possible features)

Customer Engagement
(1 Yes /1 Known /9 Possible features)

Advertising & Campaign Management
(0 Yes /0 Known /10 Possible features)

Usability & Accessibility
(5 Yes /5 Known /10 Possible features)

Customization & Scalability
(5 Yes /5 Known /10 Possible features)

Pricing & Support
(5 Yes /5 Known /10 Possible features)

Compare

Hard working Robot This data was generated by an AI system. Please check with the supplier. More here

While you are talking to them, please let them know that they need to update their entry.

Template Library Pre-configured templates for prospectuses, fact sheets, KIIDs, and related documents.		Seismic provides a content library of compliance-approved pitchbook and presentation templates, matching the template library feature.
Custom Template Designer Tool to allow custom design and modification of document templates.		Seismic allows users to personalize and customize templates, indicating a custom template designer.
Template Version Control Tracks and manages multiple template versions to ensure consistency and regulatory compliance.		Seismic’s document management and compliance workflows enable tracking of template versions for regulatory requirements.
Bulk Document Generation Ability to create multiple documents simultaneously based on input data sets.		Automated generation of pitchbooks, presentations, and other sales materials at scale supports bulk document generation.
Dynamic Content Insertion Automatic insertion of variable data such as fund statistics, dates, or performance results into templates.		Seismic can insert personalized and real-time data, enabling dynamic content insertion.
Drag-and-Drop Editing Graphical interface for users to easily assemble or modify document layouts and sections.		The platform supports drag-and-drop editing for assembling content and decks.
Reusable Content Blocks Maintain and reuse content snippets, disclaimers, or standard text across various documents.		Reusable content blocks and modules are core to Seismic’s enablement features.
White-Labeling Support Enables branding with client logos, styles, and themes for different product lines.		Seismic enables white-labeling with client branding, as per marketing collateral requirements.
Automated Style Enforcement Ensures documents maintain consistent fonts, colors, and formatting per branding guidelines.		Brand and compliance guidelines are enforced in Seismic outputs via style enforcements.
Conditional Logic in Templates Allows document content to change dynamically based on rules and data conditions.		Conditional logic is used in template personalization based on data/rules.
Multilingual Template Support Provides management and creation of templates in multiple languages for international markets.		Multilingual content support is mentioned for global financial services.

API Data Connectivity Integration with external systems (e.g., fund data providers, CRMs) via APIs.		Seismic offers real-time integrations with CRM and data systems via APIs.
Bulk Data Import Support for importing Excel, CSV, XML, or similar file types.		Bulk data import supported through integrations and spreadsheet uploads.
Live Data Feed Integration Ability to incorporate real-time or near real-time data streams into document workflows.		Real-time or near real-time data integration is specifically highlighted in feature summary.
Scheduled Data Sync Automated synchronization of data at predefined intervals.		Scheduled content and data updates are available as part of the automation suite.
Multi-Source Data Merging Combines inputs from various data sources, resolving conflicts where needed.		Integrates with multiple data sources and merges data at document generation.
Error Handling & Logging Automated mechanisms for identifying and logging errors during data imports or sync.		Logging and reporting components support monitoring and error reporting for data import.
Data Mapping Interface Visual or configurable tools for mapping incoming data fields to document placeholders.		Data mapping to templates is part of content personalization tools.
Data Validation Rules Ability to define and enforce rules to ensure data accuracy and completeness.		Data validation is needed for compliant content outputs.
Data Preview and Simulation Display how imported data will appear before final document generation.		Preview and simulation of content before publishing are core to Seismic’s presentation generation.
Audit Trails for Data Changes Logs all changes made to imported data for traceability.		No information available

Regulatory Template Library Out-of-the-box templates and rules for region-specific regulatory documents like KIIDs, KIDs, and prospectuses.		Seismic provides regulatory-compliance and legal templates for financial services.
Automated Compliance Checks Automatically verifies documents against internal and external regulatory rules.		Automated compliance verification is mentioned for ensuring all published materials comply with regulations.
Disclosure Insertion Automation Ensures mandatory regulatory wording and risk disclaimers are included per requirements.		Disclosure and compliance disclaimers are inserted automatically based on document type.
Legal Review Workflow Integrates a review and sign-off process by legal teams, including digital approvals.		Approval workflows support legal team review and sign-off.
Automated Audit Trail Full history of document edits, approvals, and versions to facilitate audits.		Full audit trail of document edits and approvals is supported.
Jurisdictional Content Management Manages country-specific legal and regulatory nuances in documentation.		Content can be customized for different geographies and regulations.
Sanctioned Languages Support Ensures only allowed official languages are used for each jurisdiction.		Language/jurisdictional controls support sanctioned language use.
Custom Regulatory Rule Engine Ability to define and update validation rules as new regulations emerge.		No information available
Expiration & Review Notifications Alerts stakeholders when documents must be updated or reviewed to maintain compliance.		Automated notifications can be configured for review and expiration periods for compliance.
Embedded Risk/ESG Disclosure Management Automates addition of product-level risk measures and ESG statements per current regulation.		No information available

Multi-Level Approval Workflows Configurable approval chains separating roles (draft, review, approve, publish).		Seismic supports configurable workflows for multi-level approval.
Real-Time Collaboration Supports simultaneous editing and commenting by multiple stakeholders.		Real-time collaboration is featured as simultaneous editing and commenting.
Task Assignment & Tracking Assign document preparation/review tasks to team members and monitor status.		Tasks can be assigned and tracked within Seismic workflows.
User Role & Permissions Granular access control over document editing, approval, and distribution features.		Granular access control is possible for document roles and permissions.
Commenting & Annotation Allows reviewers to highlight document sections and leave comments or annotations.		Annotation and commenting are supported during document review.
Automated Reminders & Deadlines Sends notifications based on workflow events, due dates, or bottlenecks.		Seismic can send automated workflow reminders and deadline alerts.
Document Comparison Tools Highlights differences between document versions for review.		Document versioning and comparison tools are available.
Integration with Email & Calendar Connects with MS Outlook, Google Calendar, or similar to schedule and notify.		Integration with enterprise email and calendar systems is available.
Workflow Dashboard Provides at-a-glance status of workflows and bottlenecks across products and teams.		Customizable dashboards show workflow status.
Electronic Signatures Supports digital sign-off from authorized personnel.		Seismic supports digital approvals and e-signature.

Multiple Output Formats Export to PDF, Word, HTML, XML, InDesign, etc.		Seismic exports to PDF, Word, PowerPoint, and other formats.
Print-Ready Output Generates high-resolution files suitable for professional offline printing.		High-resolution print outputs are part of document export options.
Web Publishing Integration Ability to publish documents directly to public/private websites and data rooms.		Web publishing integration supported for sales/marketing portals.
Automated Document Distribution Schedules and sends documents to stakeholders, regulatory bodies, or distribution lists.		Automated distribution of sales materials through digital channels is a highlighted feature.
Secure Client Portal Access Enables clients or investors to access documents online securely.		Seismic offers secure client-portal style access for content and reporting.
Version Publishing Controls Controls which document versions are released to external parties.		Controls for which version is published externally are standard for regulated materials.
Watermarking & Document Protection Adds watermarks or passwords to sensitive outputs for secure distribution.		Document protection and watermarking are available for sensitive documents.
Mass Batch Output Enables simultaneous output of large volumes (e.g., all product fact sheets at month-end).		Mass batch generation is possible, e.g., for monthly factsheets.
Social Media Publishing Automates announcement and sharing of new documents on selected social channels.		No information available
Automated Metadata Tagging Assigns metadata (e.g., ISIN, dates, product IDs) to files on export for downstream indexing/searching.		Automated tagging of output files is supported for indexing.

Multilingual Generation Supports output in multiple languages within the same workflow.		Supports multilingual generation for global financial services teams.
Automated Translation Integration Integrates with machine translation or specialist human translation services.		Integration with translation services is available via Seismic Marketplace.
Language-Specific Templates Provides templates and content management tailored for each language/country.		Language-specific content and templates are described as part of global deployment.
Cultural Formatting Support Handles local date, currency, and number formats as required per jurisdiction.		Platform addresses international date/currency/number localization.
Translation Review Workflow Dedicated workflows for translation tasks and sign-off by local market experts.		No information available
Centralized Glossary Management Maintains approved translations of key terms for consistency.		No information available
Side-by-Side Comparisons Allows reviewers to view and compare multi-lingual versions together.		No information available
Automated Language Switching Easily switches output language on demand for the same document/data.		End-users can switch content outputs among supported languages on demand.

Role-Based Access Controls Controls access to documents, templates, and workflows at a granular user/role level.		Document access controls can be set by user/group/role.
Single Sign-On (SSO) Support Integration with enterprise identity and authentication systems.		Enterprise SSO options including SAML/Active Directory are supported.
Document Encryption Applies encryption at rest and in transit for sensitive files.		Encryption at rest and transit is industry standard for Seismic clients.
Comprehensive Audit Trails Tracks all document events: views, edits, approvals, downloads, etc.		Audit logs are available for all document events.
Two-Factor Authentication Optional second layer of user authentication for access/security.		Two-factor authentication can be enabled via SSO providers.
Automated Backups Regular system backups to prevent data loss.		Frequent, scheduled automated backups are part of the managed cloud service.
Data Retention Policies Automates archival or deletion of documents as per data retention policies.		Data retention policies for deletion/archiving are configurable.
GDPR & Data Privacy Compliance Built-in features to support European and other data privacy mandates.		Seismic supports GDPR and data privacy compliance for global clients.
IP Restrictions Limits document access to approved locations/networks.		IP and network restrictions are available for sensitive content.
Admin Audit Reporting Dashboards and reports to monitor system usage and compliance.		Admin and usage monitoring dashboards are available.

Document Generation Speed Rate at which documents can be generated.		No information available
Concurrent User Limit Maximum number of users who can work on the system simultaneously.		No information available
Maximum Supported Document Volume Highest number of documents that can be processed/stored concurrently.		No information available
Automated Scheduling Schedules and triggers document generation runs based on calendars or events.		Document runs can be scheduled automatically upon calendar events.
Event-Driven Automation Reacts to data changes, approvals, or external events to trigger workflows.		System can react to trigger events, including updates in CRM or approvals.
Scalable Cloud Hosting Cloud-native options that handle variable load and availability requirements.		Seismic is a cloud SaaS platform with scalable infrastructure.
Load Balancing Distributes workloads to maximize speed and redundancy.		Load balancing is part of the managed cloud stack.
System Availability/Uptime Guaranteed minimum operational availability.		No information available
API Rate Limits Controls the number of external data/API requests permitted per unit time.		No information available
On-Demand Scaling Resources scale automatically based on usage demands.		Cloud resources auto-scale in response to demand.

Usage Analytics Dashboard Visualizes trends in document generation, edits, approvals, etc.		Dashboards provide analytics on content usage and document generation.
Custom Report Builder Create bespoke reports on document workflows, speed, or regulatory exposures.		Custom report features are available for sales/marketing effectiveness.
Error & Exception Reporting Highlights process bottlenecks or compliance failures.		Error reporting and compliance alerts are core features for regulated industries.
Performance Metrics Export Exports analytics data (e.g., to Excel, BI tools).		Analytics can be exported for broader business analysis.
Scheduled Summary Reports Automatic periodic sharing of key metrics with stakeholders.		Automated scheduled summary reports can be sent to stakeholders.
User Productivity Tracking Monitors activity by user to help optimize team productivity.		User and team productivity tracking is available.
Stakeholder Feedback Collection Solicits and stores review/feedback from internal users or clients.		No information available
Event Logging & Audit Reports Full export of activity logs for compliance or IT needs.		Event logging and exportable audit logs available.
Workflow Bottleneck Analysis Identifies points in the process that delay completion.		Workflow delays and bottlenecks are identified in workflow analytics dashboards.
Regulatory Change Impact Reports Highlights documents affected by regulatory updates.		Impact reporting for regulatory changes is available for compliance use cases.

Web-Based Interface Accessible from standard web browsers without local installation.		Seismic is web-based and does not require client installation.
Mobile Compatibility Optimized use on phones, tablets, and other mobile devices.		Mobile compatibility (mobile/tablet apps) is specifically highlighted.
Accessibility Compliance (WCAG/ADA) Follows accessibility standards so systems are usable by people with disabilities.		No information available
Configurable Dashboards Users can personalize dashboards/views to fit their preferences.		User dashboards and views are configurable.
Quick Search & Filtering Robust tools to rapidly find documents, templates, or workflows.		Powerful search, filter, and discovery tools are core features for large repositories.
End-User Training Resources Built-in tutorials, documentation, or guided walkthroughs.		Embedded help/support and user learning modules are included.
Bulk Actions & Shortcuts Select and update multiple documents in one action.		Bulk selection and editing is available for document management at scale.
Feedback & Support Widgets Immediate access to help, live chat, or support tickets.		No information available
Multinational User Support Optimized for users across multiple countries, time zones, and language regions.		No information available
Change History Display Easily view document editing and approval histories directly in the UI.		Document histories and editing activity are viewable by users.

Open API Well-documented API supporting full CRUD operations and workflow management.		Open API with full CRUD (create/read/update/delete) and workflow support per developer portal.
Plugin/Extension Support Ability to extend system functionality via third-party or custom plugins.		Supports plugins/marketplace for extension, including integrations.
CRM/ERP Integration Prebuilt interfaces for major CRM/ERP systems (e.g., Salesforce, SAP).		CRM integration (e.g., Salesforce) is a core feature.
Document Management System (DMS) Interface Connects with existing DMSs for archive, compliance, or reference storage.		Can integrate with DMS for archival and compliance.
Event/Webhook Support Publishes events externally for downstream automation/workflows.		Webhook and event support available for automation.
iPaaS/Workflow Automation Integration Supports business automation platforms (e.g., Zapier, Workato).		iPaaS workflow integrations (Zapier, etc) available for automation.
Collaborative Suite Integration Works with Office 365, Google Workspace, or similar for document editing and sharing.		Integrates with collaboration suites such as Office 365 and Google Workspace.
Custom Scripting/Configuration Allows power users/developers to create scripts for custom automation or validation.		Supports custom scripting, configuration, and developer APIs for automation.
Legacy System Integration Ensures compatibility with or migration from older in-house or external document systems.		Integration and migration support for legacy document systems.
Standard Protocol Support Supports industry standards (e.g., SFTP, REST, SOAP, OAuth2) for file and data exchange.		REST APIs, SFTP, and other standard protocol support available.

Multi-channel Campaign Execution Ability to create and deploy campaigns across channels like email, social media, SMS, and print.		References to automated multi-channel content distribution; Seismic supports tailored communications via email, web, and mobile.
Campaign Scheduling Capability to schedule campaigns in advance for different time zones and customer segments.		No information available
A/B Testing Functionality for split testing elements such as subject lines or offers.		No information available
Segmentation Ability to segment audiences based on attributes or behaviors.		Personalization and audience segmentation capabilities are a core feature.
Personalization Dynamic modification of content within campaigns based on user data.		Notes mention personalization at scale; platform supports dynamic content based on user data.
Template Library A pre-built library of campaign and email templates.		Automated pitchbook and presentation generation implies a template library.
Approval Workflows System for campaign reviews and approvals by multiple stakeholders.		Compliance-approved content library and content approval workflow referenced in product collateral.
Version Control Ability to manage revisions and restore previous versions of campaigns.		Pitchbook/presentation versioning is a promoted feature for compliance purposes.
Campaign Cloning Quick duplication and re-use of previous campaigns.		No information available
Omni-channel Coordination Orchestrate consistent messaging across all touchpoints.		Orchestration of messaging and collateral across touchpoints is a key capability.
Campaign Capacity Maximum number of simultaneous campaigns supported.		No information available
Audience Size Supported The number of contacts or audience members the platform can handle per campaign.		No information available

Lead Capture Integration with web forms, landing pages, and offline channels to capture leads.		Lead capture supported via integration with web forms and CRM.
Lead Scoring Assign scores to leads based on behavior, demographics, and engagement.		No information available
Automated Lead Nurturing Rules-based email drip programs and follow-up workflows.		No information available
CRM Integration Native or API connections to CRM systems for seamless lead handover.		CRM integrations (Salesforce, Microsoft Dynamics) and API connectors are promoted for seamless lead handover.
Duplicate Detection & Merging Automatic identification and merging of duplicate lead records.		Compliance and data quality features reference duplicate reduction.
Lead Segmentation Ability to categorize leads by attributes for targeted nurturing.		Lead segmentation (by rep, channel, region, etc.) is supported.
Lead Source Tracking Tracking the original source of each lead for ROI analysis.		Lead source attribution via integrations and analytics.
Contact Enrichment Automatic enhancement of lead profiles with third-party data.		Platform offers contact enrichment through data integrations.
Workflow Triggers Event-based automation for lead engagement or notifications.		Workflow triggers for notifications and engagement referenced in automation features.
Lead Assignment Automated routing of leads to sales or relationship managers.		No information available
Lead Database Size Maximum number of leads supported in the platform.		No information available

Real-time Dashboards Instant visualizations of campaign and lead data.		Content and campaign analytics are available in real-time dashboards.
Customizable Reporting Ability to build custom reports with chosen metrics and filters.		Customizable reporting is promoted as part of analytics suite.
Attribution Modeling Tools to track and analyze marketing touchpoints throughout the client journey.		Attribution modeling is possible via content usage analytics and integrations.
ROI Tracking Measurement of the financial return for each campaign or channel.		Financial ROI and campaign tracking is available via analytics and integrations.
Funnel Analysis Visualization and analytics of how leads progress through sales stages.		Funnel analysis supported in analytics for content engagement.
Export Options Download reports in multiple formats (CSV, XLS, PDF).		Can export campaign and content analytics/reports in standard data formats (CSV/XLS/PDF).
Scheduled Reporting Automated periodic delivery of reports to stakeholders.		Automated, scheduled reporting is supported for compliance and management.
KPI Monitoring Tracking and alerting of marketing key performance indicators.		KPI monitoring and alerting features available within analytics.
Data Visualization Tools Charts, graphs, and dashboards to make analytics accessible.		Analytics dashboards include charts, graphs, and data visualizations.
Analytics API Programmatic access to analytics data for third-party tools.		Analytics API for programmatic data access is documented for the platform.
Report Generation Speed Average time required to generate a report.		No information available

Native CRM Integrations Out-of-the-box integration with major CRM systems like Salesforce or Microsoft Dynamics.		Native CRM integrations, especially with Salesforce, are promoted features.
Open API Access Availability of application programming interfaces for custom connections.		Open API access for custom integrations is available/documented.
Data Import/Export Support for importing and exporting contacts, data, and campaign results.		Data import/export supported for contacts, campaigns, and analytics.
Fund Platform Integration Connection to fund management and distribution systems.		No information available
Compliance Platform Integration Integration with regulatory compliance solutions (e.g., MiFID II, GDPR tracking).		Compliance platforms integration (MiFID II, GDPR) are referenced as a core value for financial services.
Email Service Provider (ESP) Compatibility Plug in to third-party or preferred ESPs.		ESP compatibility is marketed, including plug-ins/connectors for various email providers.
Webinar/Events Integration Syncing with webinar and event platforms for lead tracking.		No information available
Marketing Data Warehousing Centralized storage for structured marketing data.		Centralized content library doubles as marketing data warehouse feature.
Batched Data Synchronization Bulk and scheduled data transfers to reduce load and maintain consistency.		No information available
Single Sign-On (SSO) Integration with corporate authentication systems.		Single Sign-On (SSO) referenced in enterprise security documentation.

24/7 Support Availability Access to technical support and troubleshooting around the clock.		24/7 tech support and customer help referenced in support docs.
Onboarding Services Guided onboarding and setup assistance for new customers.		Guided onboarding and enterprise implementation support are part of standard offering.
Dedicated Customer Success Manager Named manager assisting with adoption and maximizing use of platform.		Dedicated Customer Success Managers assigned to large clients.
Knowledge Base Comprehensive self-serve documentation, FAQs, and guides.		Knowledge base, FAQs, and resource library available.
User Training Webinars Regularly-held training for platform end-users.		User training webinars are offered regularly.
In-app Guidance Contextual help and walkthroughs within the application interface.		In-app guidance and contextual help included.
Support Response SLA Published service level agreement for support response time.		No information available
Community Forums Access to a user community for sharing tips and best practices.		Active user community and forums referenced in support materials.

Centralized Inbox Manage all messages, comments, and replies in one location.		Centralized inbox for managing communications via platform.
Automated Responses Set up auto-replies to common queries.		No information available
Customizable Response Templates Flexible message templates for quick engagement.		No information available
Tagging and Categorization Organize conversations with tags or categories.		No information available
Conversation Assignment Assign mentions or messages to specific team members.		No information available
Unify Paid and Organic Interactions Monitor and reply to engagement from both paid ads and organic posts.		No information available
Response Analytics Metrics on average response time and engagement quality.		No information available
Snooze/Follow-up Option to snooze interactions for later follow-up.		No information available
Language Translation Translate incoming or outgoing messages within the platform.		No information available

Free Trial Availability Option to test the tool before committing to a paid plan.		Free trial available or proof of concept for enterprise sales cycle.
Transparent Pricing Clear, publicly posted pricing with no hidden fees.		Pricing is transparent for base modules; enterprise pricing by quote, basic tiers public.
Subscription Flexibility Supports monthly, annual, or bespoke plans.		Supports monthly and annual contracts; flexibility on enterprise plans.
Nonprofit/Advisor Discount Discounted rates for financial advisors or nonprofits.		No information available
SLAs & Uptime Guarantees Service Level Agreements ensuring specific system uptime.		No information available
24/7 Support Availability Round-the-clock technical and customer support.		24/7 customer and technical support available globally.
Dedicated Account Management Dedicated customer success/contact for enterprise accounts.		No information available
Incident Resolution Time Speed of resolving critical incidents.		No information available
In-Product Support Chat Built-in live chat support from within the application.		In-product chat is available for support.
Knowledge Base Depth Comprehensive support database and troubleshooting documentation.		No information available

Role-based Access Control Customisable permissions and user roles for security and process management.		Granular, role-based access control is a standard capability for enterprise clients.
User Audit Trails Comprehensive logs of user activity for compliance and troubleshooting.		User actions are logged to support compliance and troubleshooting.
Multi-user Collaboration Simultaneous, real-time work on campaigns and data.		Supports multi-user real-time collaboration in content creation and management.
Commenting & Notes Ability to annotate, comment, or tag collaborators on campaigns.		Platform allows commenting and notes on content/campaigns.
Team Task Assignment Delegation of tasks or campaign steps to teammates.		Team task assignment and workflow built into platform.
Approval Workflows Pre-defined stages for approval and stakeholder signoff.		Campaign and content approval workflows are standard, referenced in compliance features.
User Capacity Number of users that can simultaneously access the platform.		No information available

Personalized Email Content Dynamic insertion of individual data (e.g., name, portfolio, investment preferences).		Personalized and dynamic email content is a promoted capability.
Dynamic Web Content Show different website experiences based on client segment or behavior.		Dynamic web content supported via personalization and segmentation features.
Recommendation Engine AI-driven recommendations for investment products or educational resources.		AI-driven recommendation engines referenced for advisor and client model portfolios.
Conditional Messaging Automated display of content based on rules/triggers.		Conditional messaging (rules-based content presentation) supported.
Personalization Rules Capacity Maximum number of complex rules supported for content personalization.		No information available
Multi-language Support Personalized communications in multiple global languages.		Multi-language communications referenced in global asset manager use cases.

Consent Management Capture and manage client communication preferences and regulatory consents.		Consent and preference management modules included, especially for financial services.
GDPR & Local Law Compliance Tools ensuring storage and use of client data meet applicable standards.		GDPR and local compliance (FINRA, MiFID II, SEC) a key Seismic value prop.
Audit Trails Recordkeeping of all user, system, and client actions.		Audit trail capability referenced for content and user actions.
Data Encryption Encryption of data at rest and in transit.		Platform provides encryption in transit and at-rest for sensitive data.
Role-based Permissions Granular user access controls based on roles.		Roles and permissions configurable for access management.
Data Retention Policies Automated enforcement of data retention and purging policies.		Automated enforcement of retention/purging policies referenced in security/compliance documentation.
PII Data Masking Masking of personally identifiable information in UI and exports.		PII data masking is offered as part of compliance and platform UI features.
Access Logging Monitoring and logging all data access and changes.		Comprehensive access logs available for compliance and internal governance.

Multi-step Workflow Automation Visual autoscheduling of complex marketing or sales sequences.		Workflow automation and journey orchestration available for sales/marketing enablement.
Behavior-triggered Journeys Automatically adjust journeys based on client engagement signals.		Journeys adjust to engagement; rule-based triggers are documented.
Journey Mapping Visualization Graphical user interface for designing and viewing customer journeys.		Drag-and-drop journey builders with visualization supported.
Journey Analytics Reporting on journey progression, dropoff points, and conversion rates.		Journey analytics (progression, drop off, conversion) are supported in reporting.
Workflow Capacity Maximum number of workflows or journeys that can be active concurrently.		No information available
Journey Length Supported Maximum number of steps or events within a single customer journey.		No information available

Centralized Content Repository Single location for management of all campaign assets (documents, banners, etc).		Centralized repository for all sales, marketing, and compliance content is a primary platform capability.
Asset Tagging & Categorization Organize content through metadata and folders for easy retrieval.		Content assets can be tagged, categorized, and filtered for retrieval.
Document Version Control Track changes and revert to prior versions of documents.		Document versioning for all collateral is a compliance requirement.
Approval Workflows for Content Structured process for internal content review and signoff.		Approval workflows for internally created content, as mandated by regulatory requirements.
Bulk Asset Upload/Download Efficient handling of large quantities of content files.		Bulk upload/download supported as standard for enterprise clients.
Content Sharing & Distribution Ability to distribute content internally or with external partners (e.g. IFAs, distributors).		Sharing and distribution internally and with distributors/partners supported, a key value for fund distribution.
Branding Controls Enforce corporate brand guidelines through templates and permissions.		Branding controls through templates, permissioning, and compliance guardrails.
Digital Rights Management Control the usage and distribution rights of digital assets.		DRM features for content and document security referenced for confidential materials.
Content Repository Size Total storage allocated for content assets.		No information available

Data Validation Automated checks to ensure records are entered in the correct format.		Data validation and format checking included for inputs, especially for compliance reasons.
Duplicate Detection Identify and flag duplicate data entries across leads, contacts, and accounts.		Duplicate management for leads and contacts promoted.
Data Cleansing Tools Automated processes to repair, complete, or remove poor quality data.		Data cleansing utilities available via platform tools and integrations.
Custom Field Support Support for a wide variety of field types and custom records.		Platform supports extensive custom field and record configuration.
Data Import Wizard Guided processes for uploading and mapping externally-sourced data.		Guided data import and mapping processes available for onboarding and ongoing operations.
Change History Tracking Complete record of data modifications for audit and troubleshooting.		Platform provides change/audit history for records.
Data Access API Available APIs for accessing data programmatically.		Data Access API for programmatic and integrated access available.
Data Retention Controls Automated enforcement of data retention policies based on jurisdiction.		Retention controls based on regional requirements are present.
Data Storage Capacity Maximum database size for all customer and marketing data.		No information available

Multi-Platform Support Connect and manage multiple social media platforms (e.g., LinkedIn, Twitter, Facebook, Instagram) from one interface.		Seismic allows integration of multiple content and data sources and manages assets for several channels, supporting multi-platform content management.
Number of Supported Platforms The total number of different platforms the tool can integrate with.		No information available
API Integration Capability to integrate with external APIs for custom workflows or data transfer.		Seismic integrates with CRM platforms, email marketing tools, and other third-party apps via public APIs.
CRM Integration Integration with Customer Relationship Management systems to enhance lead nurturing and client management.		Explicit CRM integrations (Salesforce, Microsoft Dynamics) highlighted in Seismic documentation.
Third-Party App Integration Supports integration with marketing and analytics tools such as Google Analytics, email marketing software, and more.		Seismic integrates with third-party marketing/analytics tools and supports extensions.
Single Sign-On (SSO) Allows users to sign in using a single set of credentials across various platforms.		Single sign-on capabilities are present for enterprise use (SAML/SSO support).
Banking API Support Ability to connect with financial data sources or APIs for compliance-focused content.		No information available
Data Import/Export Tools Provide tools to import or export data in CSV, Excel, or other formats.		Data import/export listed (for content, analytics, and asset management).
Mobile App Integration Synchronize and manage accounts via dedicated mobile applications.		iOS and Android apps referenced for mobile content access and sharing.
Two-Factor Authentication Support Supports enhanced security for account logins.		Two-factor authentication indicated as a basic security feature.

Post Scheduling Ability to create and schedule posts in advance.		Pitchbooks, presentations, and personalized content can be scheduled for release or distribution.
Bulk Upload Enables uploading and scheduling multiple posts at once.		No information available
Content Calendar A visual calendar to plan and manage posting schedules.		Content calendar and campaign management tools are part of platform.
Drafts Management Save drafts for editing and scheduling later.		Draft content can be saved for further editing and approval.
Suggested Posting Times Recommends optimal posting times based on engagement analytics.		No information available
Media Library Stores creative assets such as images, videos, and graphics.		Robust media library for managing and storing images, presentations, and documents.
Content Approval Workflows Set up structured editing, reviewing, and approval processes.		Approval workflows and structured content review are core features for compliance.
Branded Templates Access to pre-built, customizable templates branded for financial advisory services.		No information available
A/B Testing of Posts Ability to test different content versions for best performance.		No information available
Multi-Language Support Create and schedule content in multiple languages.		No information available
AI-Assisted Content Generation Leverages AI to suggest, improve, or auto-generate content.		AI/automation assists with compliance and content personalization.
Video Editing Tools Built-in tools for basic video editing and publishing.		No information available

Automated Compliance Checks Automatically scans posts for compliance violations (e.g., advertising rules, confidential data).		Real-time automated compliance checks on all content before publication/use.
Audit Trails Tracks and logs user actions for audit and review purposes.		Logs and audit trails maintained for compliance and review purposes.
Data Encryption Encrypts data at rest and in transit.		Encryption at rest/in transit and data protection features cited in security overview.
Role-Based Access Control Enables granular user permissions and access levels.		Granular role-based permissions documented for user and content access.
Legal Hold & Record Keeping Retains and archives posts to meet regulatory requirements.		Legal hold and record-keeping features built to meet FINRA/SEC requirements.
Approval Workflows for Compliance Allows compliance teams to review and approve posts before publishing.		Compliance approval workflows built in; allows pre-publication approval.
Incident Reporting Provides mechanisms for rapid response and documentation of security or compliance incidents.		No information available
GDPR/CCPA Compliance Supports data privacy laws relevant to clients’ regions.		Supports GDPR, CCPA, and data privacy—necessary for financial services clients.
User Authentication Levels Number of authentication levels supported (e.g., two-factor, biometric).		No information available
Data Storage Duration Length of time data is retained in archival storage.		No information available
Exportable Compliance Logs Ability to export logs for external audits.		Exportable logs available for compliance audit requirements.

Real-Time Analytics Dashboard Up-to-the-minute data visualization for engagement and performance metrics.		Analytics dashboard provides real-time engagement insights and metrics.
Customizable Reports Generate reports tailored to business needs, KPIs, or stakeholders.		Custom and scheduled reports available for various KPIs and metrics.
Engagement Metrics Tracks likes, shares, comments, click-through rates, and more.		Tracks engagement, content usage, and user analytics.
Followers Growth Analytics Reports on the growth trends of followers/audience.		No information available
Sentiment Analysis Analyzes audience sentiment toward social content/brands.		No information available
Campaign Performance Benchmarking Compare performance with previous campaigns or industry standards.		No information available
Referral Tracking Measures website or lead conversions from social media.		No information available
Custom Metrics Ability to define, monitor, and report user-defined metrics.		No information available
Data Export Export data for further analysis in external tools.		Data export (CSV/excel) supported for external analysis.
Report Delivery Frequency Frequency at which automated reports can be sent.		No information available
Competitor Analysis Tools Compare performance with competitors or industry benchmarks.		No information available

Seismic Sales Enablement Platform from Seismic

Product analysis by function

Document Generation Systems for Product Development & Management

Document Creation & Template Management (11 Yes /11 Known /11 Possible features)

Data Integration & Connectivity (9 Yes /9 Known /10 Possible features)

Regulatory Compliance & Legal Features (8 Yes /8 Known /10 Possible features)

Workflow, Collaboration & Review (10 Yes /10 Known /10 Possible features)

Output Formats & Distribution (9 Yes /9 Known /10 Possible features)

Localization & Multilingual Support (5 Yes /5 Known /8 Possible features)

Security, Permissions & Audit (10 Yes /10 Known /10 Possible features)

Performance, Scale & Automation (5 Yes /5 Known /10 Possible features)

Reporting, Monitoring & Analytics (9 Yes /9 Known /10 Possible features)

User Experience & Accessibility (7 Yes /7 Known /10 Possible features)

Integration & Extensibility (10 Yes /10 Known /10 Possible features)

Marketing Automation Platforms for Distribution & Sales

Campaign Management (7 Yes /7 Known /12 Possible features)

Lead Management & Nurturing (7 Yes /7 Known /11 Possible features)

Analytics & Reporting (10 Yes /10 Known /11 Possible features)

Integration & Connectivity (7 Yes /7 Known /10 Possible features)

User Management & Collaboration (6 Yes /6 Known /7 Possible features)

Personalization & Dynamic Content (5 Yes /5 Known /6 Possible features)

Regulatory Compliance & Security (8 Yes /8 Known /8 Possible features)

Journey Orchestration & Automation (4 Yes /4 Known /6 Possible features)

Content Management (8 Yes /8 Known /9 Possible features)

Data Quality & Management (8 Yes /8 Known /9 Possible features)

Support & Training (7 Yes /7 Known /8 Possible features)