Scales Without Sacrificing Client Experience
With Ed Venner — Chief Client Officer
Michelle Calcutt -- Head of Client Group Services
Challenge
Scaling a high-touch client service model globally.
Solution
Streamline manual processes, empower sales teams with better tools and insights, and leverage AI to enhance client engagement at scale.
HEADQUARTERS
London, UK
INDUSTRY
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Royal London Asset Management built its reputation on exceptional client experience — but scaling meant relying on people working harder, not smarter. By anchoring every initiative to the client journey, they equipped salespeople with Seismic to prepare faster for meetings: pitch books, sales aids, and portfolio manager videos, all in one place. The result: nearly 250 client meetings supported since go-live, and a team delivering more personalized, tailored outcomes without losing the authenticity that built their reputation in the first place.
