Case Study: Ameriprise Financial achieves 70% reduction in administrative tasks with Seismic

Delivers a Better Client Experience with Seismic

Ameriprise Financial, a wealth management firm headquartered in Minneapolis, was looking for a way to improve advisor efficiency and create a more consistent client experience. Advisors were spending too much time manually preparing for client meetings across multiple systems, making the process slow and inconsistent. Seismic helped address this with its meeting solution and LiveDocs technology.

Seismic automated content production and streamlined meeting preparation by integrating with Ameriprise Financial’s existing workflow and CRM data. As a result, advisors cut meeting prep from hours to minutes and Ameriprise reported up to a 70% reduction in administrative tasks, while also improving consistency and helping advisors deliver better client meetings.

Ameriprise Financial

Dean Heltemes

Vice President of Business Architecture