SEI - Microsoft Dynamics CRM

Financial Services Solutions Provider Delights Clients in Multiple Ways with One CRM System

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.
  • Recover 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.


We selected Microsoft Dynamics CRM since our revenue producers were already Outlook power users; we simply gave them a familiar and intuitive user interface.
- Dan Madden, Investment Manager Services, SEI