Royal London adopts Seismic to enhance client service

Royal London Asset Management has chosen Seismic's enablement platform as the foundation for a new approach to client engagement and internal collaboration across its sales, marketing and client service teams.

The UK asset manager will roll out Seismic's technology across the organisation. The move forms part of a wider shift in the investment industry towards more data-driven and automated support for client relationships.

Royal London Asset Management manages GBP £181 billion for a broad range of clients. The group operates as part of the mutual Royal London, which does not have external shareholders.

Internal analysis shared by Seismic indicates that productivity pressures remain a concern for large financial services firms. The company estimates that firms with around 4,000 advisers can lose up to GBP £3 million a week through inefficient internal meetings, which equates to GBP £180 million a year.

Industry data cited by Seismic suggests that firms that do not address such inefficiencies risk client attrition and revenue loss. The issue has become more visible as asset managers face rising regulatory demands, greater reporting obligations and ongoing fee pressure.

Client service focus

Royal London Asset Management said the partnership with Seismic will focus on improving how staff create, approve and share content with clients. The firm plans to standardise processes around documents and presentations and to tighten controls around branding and compliance.

Ed Venner, Chief Client Officer at Royal London Asset Management, said the firm was seeking to sustain service levels as it grows and as client expectations shift.

"Our clients regularly tell us how they value timely and insightful interactions with us. We are committed to maintaining our high levels of client service as we grow and as client needs evolve," said Ed Venner, Chief Client Officer, Royal London Asset Management. "Seismic provides us with the tools to do exactly that: delivering content and insights with precision, speed, and consistency. This partnership supports our ambition to grow and strengthen client relationships in a future-proofed, scalable way."

The asset manager will use Seismic's software to simplify the production and review of investment commentaries, sales decks and other client-facing materials. Staff will be able to tailor materials for specific client segments while following pre-set rules on wording and disclosures.

Automation and AI

Seismic's platform combines document management, analytics and AI tools. The software automates recurring content updates. The company said its system can automate as much as 80% of regular updates, such as standard performance data or product information.

Royal London Asset Management staff will also gain access to real-time data on how clients read or engage with shared materials. Teams can see which documents are opened, which sections attract more attention and how long clients spend on each item.

The firm expects that greater use of automation will free staff from repetitive document work. Management wants teams to spend more time on strategic tasks and direct interaction with clients.

Rob Tarkoff, Chief Executive Officer at Seismic, said the collaboration reflects a wider change in how financial services firms use technology in client-facing teams.

"Royal London Asset Management exemplifies what forward-thinking leadership in financial services looks like," said Rob Tarkoff, Chief Executive Officer, Seismic. "With Seismic, Royal London Asset Management's teams gain full access to the latest client-ready content, AI-powered feedback on presentations, and tools to prepare and host client meetings seamlessly. Together, we're helping reimagine how their teams connect with clients with the agility, intelligence, and consistency today's investors expect."

Compliance and oversight

Regulatory compliance remains a central concern for asset managers across the UK and Europe. Firms must meet rules on financial promotions, disclosures and record-keeping while also handling more personalised communication formats.

Royal London Asset Management will use Seismic's compliance and analytics modules to manage those demands. The tools control which versions of materials staff can use and track approvals through defined workflows. The system also records how materials are distributed and used.

The asset manager expects this structure to reduce the risk of outdated or non-compliant content reaching investors. It also expects to create a more consistent client experience across different channels and teams.

Seismic's technology will also capture insights from meetings and presentations. The software uses AI-generated feedback to review sessions and highlight potential improvements in content or delivery.

Competitive backdrop

Asset managers globally face cost pressure and growing competition from passive investment products. Many firms are investing in digital tools for distribution, reporting and engagement as they seek to differentiate on service rather than price alone.

Seismic works with about 2,000 organisations worldwide, including financial institutions across North America, Europe, Asia and Australia. The company positions its platform as a hub for content, training and analytics for customer-facing staff.

Royal London Asset Management said it will extend the use of Seismic's products across its sales, marketing, compliance and client service teams in the coming period, with further features scheduled for deployment as staff adopt the system.