Case Study: SBSB Financial Advisors boosts content efficiency and personalization with Seismic

Making a big impact with limited resources

SBSB Financial Advisors, a wealth management firm, faced challenges with content sprawl and inefficiency. With a small team managing over $5 billion in assets, they struggled with version control and lacked insights into their content's effectiveness, making it difficult to scale their highly personalized client service. They partnered with the vendor Seismic to consolidate their materials and find a more streamlined process.

The solution involved implementing Seismic to organize all content into a single, searchable platform. SBSB extensively used features like LiveDocs to automate the creation of investment plans and team bios, saving hundreds of hours annually. They also adopted WorkSpace and LiveSend to adapt to a virtual workforce, which led to a 2,065% year-over-year increase in LiveSend usage. Seismic enabled the firm to operate more efficiently and deliver a high-touch, personalized experience at scale.

SBSB Financial Advisors

Caitlin Norton

Marketing Manager