Case Study: SEI Investments Company achieves unified client data and faster service with Microsoft Dynamics 365

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

SEI Investments Company, a large U.S. financial‑services solutions provider serving private banks, advisors, institutions and managers, faced fragmented client data and poor collaboration after five business units each ran separate CRM systems that were not scalable or consistently updated. This siloed environment made it hard to share information, support clients across divisions, and adapt quickly to regulatory and market change.

SEI consolidated onto Microsoft Dynamics CRM 2013 with multitenant, on‑premises instances, integrated with Outlook and the Unified Service Desk. The change delivered immediate productivity gains (project backlogs shrank and development hours were recovered), created a single source of truth for marketing, sales and service, and gave agents one screen to view multiple real‑time data sources—resulting in fewer calls, faster call resolution, fewer callbacks, and stronger competitive positioning.

SEI Investments Company

Dan Madden

CRM Specialist