Case Study: Ameriprise Financial creates a seamless advisor recruitment experience with Seismic

Creates a seamless advisor recruitment experience through personalization and automation

Ameriprise Financial, a wealth management firm with a large advisor network, needed a way to improve consistency in its advisor recruiting messages and create a more personalized candidate experience. The company turned to Seismic to better share its advisor value proposition, track content usage, and make it easier for recruiters to deliver up-to-date, professional materials.

Seismic implemented personalization and automation tools including LiveDocs, LiveSend, MicroApps, and Salesforce integration to streamline recruiting content, automate compliant presentations, and capture engagement data. The result was a more seamless, high-tech recruiting process with real-time visibility into content performance, nearly 100% quarterly active usage in Seismic, and greater efficiency and consistency across recruiting teams.

Ameriprise Financial

Sandy Spidel Neumann

Vice President, Advisor Recruiting and Financial Institution Marketing