CapIntel, a leading financial technology company that helps asset managers, wholesalers and financial advisors improve day-to-day workflow and efficiency, today announced a new strategic partnership with SEI® (NASDAQ: SEIC), a global provider of technology and investment solutions that connect the financial services industry. SEI will utilize CapIntel’s intuitive sales platform to further streamline sales and marketing processes and enhance communications around SEI’s investment solutions.
With capabilities across investment management, investment processing, and investment operations, SEI is known for innovative investment approaches, such as goals-based and low-volatility investing. SEI Canada’s asset management business provides multi-manager, globally diversified strategies with an appropriate home-country bias for Canadian retail investors through select dealer relationships and their financial advisors.
Over the last few years, the wealth management industry raced to level up its technological tools to address the reality of the world “going digital.” This, coupled with newly implemented client reforms, put finding technology solutions at the forefront for many firms. However, the adoption of technology in silos has brought on new pain points for wholesalers, asset managers, financial advisors and ultimately, their clients by creating fragmented and inefficient user experiences.
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 the CapIntel solution, branded templates, and presentation materials can further enhance SEI’s ability to help advisors solve challenges and simplify their investment business.
“The need to break through the clutter of the Canadian wealth management market has never been greater,” said Karla Webster Gill, Head of SEI Asset Management Distribution in Canada. “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.”
“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,” said James Rockwood, CEO of CapIntel. “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.
