Summary: A white paper released by SEI Advisor Network and ActiFi Inc. in March challenged advisors to integrate technology and automation more efficiently in order to run a more successful practice. Far too often, knowledge about client relationships and key processes resides in the heads of one or two people. The business risks are high, especially for growing firms, as balls get dropped, client service suffers and onboarding new employees is virtually impossible,” says the paper, authored by SEI’s Raef Lee and John Anderson, and ActiFi’s Spenser Segal.
 We believe that system integration and defined workflows are becoming a distinguishing characteristic — and critical success factor — for today’s most enterprising advisors."White paper authors; SEI’s Raef Lee and John Anderson, and ActiFi’s Spenser Segal. |
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