Microsoft Dynamics CRM SEI Success Story

Delight clients in multiple ways with CRM

SEI (NASDAQ: SEIC) is a leading global provider of asset management, investment processing, and investment operations solutions for institutional and personal wealth management.

With Hitachi Solutions, SEI is able to:

  • Empower agents with everything they need to deliver a more personalized and effective standard of service.
  • Recovers significant development hours per month that it can now dedicate to other projects.
  • Unify the divisions and better equip its teams to serve their respective clients.


SEI Microsoft Dynamics CRM Success Story

Putting data into Dynamics CRM has really changed the game for our revenue producers because it allows them to focus on what they do best, which is helping clients grow their business, and thus ours too.

Dan Madden, CRM Specialist, SEI

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