EVENT

Success with Enablement: How AI is Transforming Productivity in Financial Services

Simplify sales content management and accelerate revenue growth with AI-driven tools from Seismic and Microsoft.

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About this Event

We are delighted to invite you to join us for an insightful panel discussion featuring financial services AI experts from Seismic, Microsoft and AllianceBernstein. This intimate gathering of industry leaders will offer an unparalleled opportunity to explore cutting-edge insights on the role of AI in financial services.

AI is quickly transforming the financial services industry. Learn how Seismic's AI innovations are helping financial services companies increase revenue, reduce time spent on admin activities, and deliver better client experiences.   

Gain valuable insights on leveraging AI features from both Microsoft Copilot and Seismic that will help boost financial advisor productivity and ensure compliance, all while effectively managing complexity. 

The event will begin at Microsoft’s Hub in Times Square followed by a relaxing networking reception at Castell Rooftop Lounge a short walk from Microsoft’s Hub.

What you’ll learn

  • How AllianceBernstein, Seismic, and Microsoft are leveraging AI to improve business processes
  • How to leverage automated personalized content
  • How to effectively measure data-driven insights
  • Gain insights into the world of sales enablement and discover what it can do for you and your organization.

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Speakers

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Craig Schachter

Senior Vice President Financial Services, Seismic

With over 30 years of experience as a leader in global software, data and service organizations, Craig has scaled and led multinational teams to consistently exceed sales, revenue and profit goals. Prior to Seismic, Craig was a Senior Advisor in Oliver Wyman’s Financial Infrastructure Technology and Services (FITS) practice. In this capacity, Craig acted as an expert in go-to- market strategy, execution, and talent evaluation for FinTech’s and investors.

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Miles Hutcherson

AVP/Digital Automation Product Owner, AllianceBernstein

Miles is an experienced marketing professional specializing in content automation. He bridges the gap between marketing strategies and technical solutions to drive operational efficiency and increase content performance.

Adam Beacher Headshot Microsoft.jpeg

Adam Beacher

Director of Business Applications, US Financial Services at Microsoft

Adam Beacher is a Director in Microsoft’s Financial Services Sales organization overseeing Microsoft’s Business Applications Suite for Capital Markets. He has over 20-years of experience in Microsoft in numerous roles including running Sales Operations for Financial Services across the US. Prior to Microsoft Adam Worked at Gartner with a focus on the Business Value of Technology.

Location & Agenda


Tuesday, January 14, 2025

Financial Services Panel -
LocationMicrosoft Hub Times Square, 11 Times Sq, 11th floor, New York, NY 10036
3:30pm – 5:00pm EST

Networking Reception -
LocationCastell Rooftop Lounge, 260 W 40th St, New York, NY 10018
5:00pm - 7:00pm EST