SEI’s ProcessWise Program Introduces New Workflows Designed To Maximize Advisor Efficiency And Productivity

48 Workflows Crafted for Sales, Client Service, Marketing, and Practice Management OAKS, Pa., May 20, 2015 – As financial advisors look for new sources of productivity and efficiency, SEI (NASDAQ: SEIC) announced today the launch of SEI ProcessWise, a comprehensive workflow program which streamlines client interactions, sales, marketing, and practice management tasks. With 48 step-by-step workflow processes across multiple business functions, SEI ProcessWise can be integrated with a firm’s CRM system providing staff members with automatic notifications to complete their assigned tasks. Through a partnership with Redtail Technology, SEI has preconfigured all of the workflows within the Redtail CRM platform to enable this integration for advisors using that CRM. The program is being launched as advisors face increasingly complex client relationships and ongoing industry consolidation making it more important for firms to create standardized processes in order to drive value. With a wide assortment of workflows and the added power of integration and automation, SEI ProcessWise provides the benefits of a highly-customized solution at a significantly lower cost. While the workflow processes and the integration are complimentary, the program also includes three months of training designed to ensure that advisors adopt the automated workflows into their daily routines at a nominal cost. “Despite the fact that they know they need to have workflows and systemized processes, most advisors simply don’t have the time it takes to develop their own or the resources to have someone else come up with a custom solution,” said Raef Lee, Managing Director of the SEI Advisor Network. “We believe we’ve come up with a solution that can be used across most aspects of an...