SEI’s Investment Advisory Group develops and manages asset management programs that are co-branded and distributed through a national channel of Intermediary Investment Advisors. The IAG long considered potential methods that would allow their Investment Advisory clients to customize marketing materials for their prospective clients. The goal: provide the 4,000 + Intermediary Advisors located throughout the country with all of the tools they need to close sales easily with their prospective High Net Worth and Institutional Clients. And, deliver the tools in a customizable method, that allows real time access to the most current marketing and product information.

Solution

After careful deliberation of the business objectives, operational influences and many stakeholders EffectiV Internet Solutions, Inc. developed a cross platform extranet portal that gives SEI' s Registered Investment Advisory clients access to a robust suite of Integrated, Customized Sales Tools over the web. All applications can be combined to allow the Advisor to create materials in one seamless process. In addition, all information generated by the sales tools are saved to SEI’s servers. This means advisors are able to instantly retrieve a prospect’s information, and SEI can view trend data regarding assets or portfolios selected.

Result

This extranet provides cutting edge tools that propel SEI far ahead of its competitors by delivering custom, interactive, value added services over the web.