Case Study: SEI Corp achieves unified CRM visibility and faster service with Microsoft Dynamics CRM

Financial services solutions provider delights clients in multiple ways with one CRM system

SEI CORP, a large financial services provider, faced a challenge with its five different business units each using disparate CRM systems. This lack of a unified system created data inconsistencies and hindered collaboration, preventing the company from optimally serving its overlapping clients. To overcome this, SEI partnered with Microsoft Corporation to implement a centralized solution using Microsoft Dynamics CRM.

Microsoft implemented Microsoft Dynamics CRM, which provided SEI with a unified platform that could be customized for each business unit while still allowing for seamless collaboration. The solution, which included the Unified Service Desk, gave agents a single screen to access real-time client data. This resulted in faster call resolution, a significant decrease in callbacks, and the recovery of development hours, allowing employees to focus on more strategic projects and giving the company a competitive advantage.

SEI CORP

Dan Madden

CRM Specialist