Enabling Financial Services Together – MSFT & Seismic
Simplify sales content management and accelerate revenue growth with AI-driven tools from Seismic and Microsoft.
Join us for a full-day event focused on transforming sales enablement in Financial Services. Discover how Seismic and Microsoft can streamline content management, personalize customer interactions, and automate processes to drive revenue growth.
Highlights:
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How to leverage AI to automate personalization, enhance productivity, and modernize training and onboarding. |
14th January 2025, 9:00 a.m. – 5:30 p.m.
Microsoft Office, 2 Kingdom Street, Paddington, London
09:00 – 09:30 | Arrivals and Coffee
Enjoy a relaxed networking session with coffee and pastries. Rachael Rowe, RVP at Seismic, will introduce the day’s agenda.
09:30 – 10:00 | Welcome and Keynote: The Power of Microsoft Copilot
Set the stage with an inspiring keynote on the transformative potential of Microsoft Copilot. Presented by Microsoft, this session will showcase how Copilot empowers businesses to work smarter and achieve more.
10:00 – 11:00 | Better together: Seismic and Microsoft Integration
Speaker: Keith McConaghy
Keith will present insights on Seismic’s integration with Microsoft, showcasing how the partnership delivers seamless enablement and creates real value for customers.
11:00 - 11:30 | Keynote: Be Inspired by Julie Ashmore Dann
Speaker: Julie Ashmore Dann
A dynamic leader with 30+ years in financial services, Julie combines business expertise with incredible adventures, including skiing to both Poles and sailing across the Atlantic, twice. Her keynote will inspire you to embrace change and thrive under pressure.
11:30 - 11:45 | Industry overview & AI as a new frontier
Speaker: Marcus Martinez
Marcus will explore key industry trends and demonstrate how Microsoft Copilot is driving innovation and efficiency in financial services.
11:45 - 12:15 | Lunch
12:15 – 13:30 | Creating Content That Sticks
Speaker: Jon Billett, Author
Let’s kick off your content journey with a masterclass in creation. Join author Jon Billett as he shares proven strategies for crafting content that captivates and converts. Learn how to transform your sales and marketing efforts through powerful storytelling techniques. Plus, every attendee will receive a copy of Jon’s book to put these insights into action.
Now you know how to create content, Alan Smith from Seismic will then talk about how to share content at scale, using feedback loops for continuous learning.
13:30 – 14:30 | Maximising Productivity with Fund Report Orchestrator
Speakers: Rachael Rowe, RVP, and Gregory Jordan, Senior Sales Engineer
Discover how Seismic's Fund Report Orchestrator streamlines workflows, accelerates accuracy, and empowers marketing and compliance teams to exceed client expectations at scale. Rachael and Gregory will walk you through the process and share real-world use cases to help you unlock the potential of your content production.
14:30 – 14:45 | Drink & snack break
14:45 – 15:45 | Fireside Chat: Starting Your Enablement Journey
Speaker: Emily Price, Client Solutions Production Manager, Jupiter Asset Management
Learn how to kickstart your enablement strategy and scale effectively. Emily Price will discuss her experience implementing automation in financial reporting, from pitchbooks to compliant content creation.
15:45 - 17:00 | Networking drinks
