LIVEDOCS DATA AUTOMATION A Financial Services Focused Workshop

July 16-18 | London, UK

3 Day Training Intensive | £786

Reserve Your Spot

Experience Seismic LiveDocs

Join us for a 3-day instructor led workshop focused on helping content creators in the Financial Services and Asset Management industries learn how to leverage our LiveDocs technology to automate the quarter end process and pitch book personalization. Participants will learn how to create and maintain LiveDocs that gather situational information to sellers, automatically include firm details and team bios, and pull in the latest data to populate fact sheets. This course is designed to be a workshop style forum with a significant portion of time allocated for attendees to apply concepts being taught through hands-on learning. 

Each class is limited in size to ensure an optimal environment for hands-on learning. 

Course Details 

Agenda Topics

Duration: 3 Days, 9:00 - 16:30

Level: Intermediate 

Intended Audience: Seismic customers in our Financial Services and Asset Management verticals, responsible for creating and managing client facing sales content. 

Pre-Requisites: Seismic users with administrative permissions, familiarity with the concepts of data automation, and a solid working knowledge of the Seismic library, the Seismic PowerPoint Plugin and LiveDocs fundamentals are required.

Investment: £786/seat includes training materials, breakfast, lunch and coffee breaks. Access to discounted hotel rooms at the training venue will be offered to all registered attendees. 

Venue: The training will take place at The M by Montcalm Shoreditch located at 151-157 City Road, Shoreditch, London, EC1V 1JH. A discounted hotel room rate will be offered to registered attendees in June. 

  • Best practice for defining requirements for your use-case
  • Fact Sheet & PitchBook development (most commonly used components)
  • Seismic Lists & SQL Queries using the Seismic UI
  • Using computed tables to sort and filter incoming data
  • Advanced computed variable expressions
  • Dynamic images and dynamic slides
  • Conditional formatting in Dynamic Tables 
  • Automating charts with multiple data points
  • Grouping related data through Computed Tables
  • Advanced management of reuseable content (shared components)
  • Dynamic TOCs
  • Seismic Lists & SQL Queries using the Seismic UI
  • Pick and pack LiveDocs

 Seismic is the leading global sales and marketing enablement solution, improving close rates and delivering larger deals for sales while increasing marketing’s impact on the bottom line. Large enterprises use Seismic to increase sales productivity through the automatic distribution of relevant information and personalized content to reps for any buyer interaction. Learn more at