Trends _ Insights

How AI-powered enablement tech drives AUM and revenue growth

By — On November 13, 2025

AI-enabled sales is about one vision: equipping client-facing teams to be more productive, memorable, and impactful. With the right technology, teams can focus on what truly matters — growing the business, connecting with clients, and delivering hyper-personalized experiences. 

Seismic’s recent study, “Revenue Enablement in Financial Services: 2024 Global Findings & Insights,” highlights how financial services leaders are integrating enablement and AI to stay ahead. With 91% of respondents pushing for innovative technologies and 97% doing so because of advancements in AI, the report sheds light on the growing investment in AI to accelerate productivity, meet evolving client needs, and drive revenue.  

Read on to understand how firms are using AI in enablement, what challenges and opportunities they face, and what’s next.  

The role of AI-enabled sales in financial services  

Firms are increasingly relying on AI-powered tools to boost productivity across client-facing, marketing, and training teams. More than half of the respondents are already using AI-powered tools specifically for enablement, while 25% use AI for other non-enablement tasks and 19% leverage AI for both enablement and non-enablement activities.  

Our research shows that financial services professionals are 12% more likely to use AI with enablement efforts in comparison to counterparts from other industries, demonstrating a broader acceptance of emerging technology.  

Key drivers for investing in enablement technologies and new technologies include: 

  • Managing rapid changes within organizations: 60%  

  • Keeping up with changing customer expectations: 57%  

  • Reflecting customer offerings/products/services: 46%  

  • Closing the skills gap through coaching and training: 38%  

  • Decreasing sales time in the buyer journey: 28%  

AI-powered enablement: Tangible benefits  

Among respondents whose firms already use AI-powered tools in their enablement processes, 90% report being satisfied or extremely satisfied with the performance of these tools. Firms are streamlining several tasks with AI. These include:  

  • Content creation and management: AI simplifies the creation and organization of content by automating processes like tagging and content assembly, while making content discoverable to client-facing professionals in the moment of need.  

  • Training and coaching: Firms can use AI to deliver personalized learning modules, accelerating skill development and reducing time to proficiency. AI can also provide real-time coaching and feedback, helping client-facing professionals refine their techniques and improve performance.   

  • Client engagement: AI tools analyze client data to help client-facing professionals tailor their communications and present relevant information during meetings. By organizing client information, suggesting talking points, and generating follow-up tasks, AI ensures personalized and productive client engagements that boost satisfaction and loyalty.