Improve Your Client Engagement Strategy

Tuesday, May 21st | 11:30 AM - 1:30 PM The Ivey's Hotel - Charlotte, NC 

Reserve Your Spot

Event Info

Be Our Guest

Seismic is the world leading, enterprise-grade software that removes content bottlenecks, measures client engagement, and improves sales team effectiveness. Our best-in-class software enables you to get closer to your clients, deliver customized content and win wallet share all in a compliant and easily integrated platform.

Join us in Charlotte with your industry peers and the Seismic financial services team at a hosted lunch to learn why so many firms (like yours) choose Seismic.

Who Should Attend

  • This event is ideally matched for those who are actively searching for a marketing automation, content delivery and sales management solution or are currently using a marketing and sales software, however, you're interested in better, more effective solutions to meet the needs of your clients. 

What Seismic Can Do for Your Firm

  • Save Marketing and Sales team hours by assembling documents dynamically with reusable components and live, up-to-the-minute data.
  • Enable Marketing and Sales to generate customized pitchbooks, factsheets, client reports, and RFPs in a fully compliant manner.
  • Harmonize seamless management, access, and distribution of relevant materials for prospect and client interactions.
  • Empower teams to deliver tailored experiences to clients and prospects, drive client retention and revenue, while ensuring compliance.

City Tour Facilitators

William Finnegan Managing Director, Financial Services Marketing

Bill has more than 25 years of financial sales, marketing and management experience and he holds his Series 7, Series 24, Series 51, and Series 63 licenses. As the former Chief Marketing Officer for AMG, he led the marketing effort for a family of over 100 Mutual Funds. Prior to joining AMG, Bill was Senior Managing Director of Global Retail Marketing at MFS Fund Distributors, Inc. 

Shaalin Parekh Product Marketing Manger 

Shaalin is responsible for Seismic’s go-to-market strategy in the Banking space. He has spent the last several years in various product, sales enablement, and marketing roles in technology, financial services, and consulting. Prior to his role at Seismic, Shaalin spent over 4 years in Capital One’s Commercial Bank, driving Sales Analytics, Sales and Marketing Technology implementations, and an overall marketing transformation.  



The Ivey's Hotel - The Tulip Room 127 N Tryon St Charlotte, NC 28202 

Nestled in the heart of Uptown Charlotte