SEI will be utilizing CapIntel’s intuitive sales platform to streamline sales and marketing processes and enhance communication around SEI’s investment solutions.
SEI is known for innovative investment approaches such as goals-based and low-volatility investing. With capabilities across investment management, investment processing, and investment operations, SEI provides multi-manager, globally diversified strategies for Canadian retail investors through select dealer relationships and their financial advisors.
In recent years, the wealth management industry has had to adapt to a digital-first environment. This, coupled with newly implemented client reforms, has brought technology solutions to the forefront for many firms.
However, the adoption of technology in silos has created fragmented and inefficient user experiences for wholesalers, asset managers, financial advisors, and ultimately, their clients.
CapIntel’s platform will help streamline how SEI Asset Management Distribution engages with third-party advisors and assist with mutual funds and strategy selection based upon their client’s short- and long-term goals.
The addition of CapIntel’s solution, branded templates, and presentation materials can further enhance SEI’s ability to help advisors solve challenges and simplify their investment business.
Karla Webster Gill, Head of SEI Asset Management Distribution in Canada, said, “The need to break through the clutter of the Canadian wealth management market has never been greater. We believe that integrating CapIntel into our technology stack can help us further streamline the delivery of our investment solution into the dealers and independent firms with whom we work.”
James Rockwood, CEO of CapIntel, stated, “As the financial services industry continues to evolve, our priority is to work alongside our strategic partners to identify gaps and provide meaningful solutions that enable teams to focus on the core business. For too long, siloed systems have been a detriment of the industry, and we are delighted to equip SEI with integrated technological tools to quickly and expertly take their presentation building and sales enablement capabilities to a new level.”
The acceleration of technology in the wealth management industry has been a priority for many firms. However, an integrated approach is key to meeting long-term goals of improving experiences for wholesalers, asset managers, financial advisors, and their clients. With this strategic partnership, CapIntel and SEI are taking a step towards that integrated approach.