That prospect you’ve been working with for months just said “Yes.” Now what?
Learn more about creating connected experiences for clients with SEI’s Digital Account Open technology.
See Digital Account Open in action
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In times past, you might have sent over paperwork and waited for weeks, wondering if your new client got cold feet or if they just aren’t getting around to it. But what if the moment you got the nod, you could have a new account opened just minutes after your meeting has ended?
At SEI, we know that the first real moment of working with clients matters. That’s why our newest technology – Digital Account Open – lets you open accounts for clients completely digitally, in as little as 3 minutes.
Start a new account for clients online in as little as 3 minutes
Fully digital – from inputting information to getting an electronic signature
Pause and save progress or assign responsibility to other team members
Help avoid “not in good order” (NIGOs) with an integrated process that catches input mistakes
No training required – an easy step-by-step workflow guides you through the process
traditional account opening
Manual paperwork completion
Hard copies & wet signatures
Time delays & “not in good order” (NIGOs)
Disjointed workflows
digital account opening
Electronic forms & signatures
Reduced “not in good order” (NIGOs)
Accounts opened in minutes!
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Not all account types are supported.
Time to complete varies. Factors not reflected in this example include but are not limited to having all information available to complete data entry, entering data for new clients, entering data for multiple parties, and requesting advisor approval after data entry is completed by an administrative user.
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Experience SEI’s newest technology: Digital Account Open
Build a team that’s ready for the future.
Start a new account for clients online in as little as 3 minutes
Fully digital – from inputting information to getting an electronic signature
Pause and save progress or assign responsibility to other team members
Help avoid “not in good order” (NIGOs) with an integrated process that catches input mistakes
Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Platform and integration services provided by SEI Global Services, Inc. (SGS). Investment services provided by SEI Investments Management Corporation (SIMC). SGS and SIMC are wholly owned subsidiaries of SEI.
Investing involves risk including possible loss of principal.
For Financial Professional Use Only. Not for Public Distribution.
Make a first impression. Faster.
Experience SEI’s newest technology: Digital Account Open
Important Information:
Examples are provided for illustrative purposes only and do not constitute a recommendation or considered an offer to sell or a solicitation to buy and securities. Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Platform services provided by SEI Global Services, Inc. (SGS). SGS is a wholly owned subsidiary of SEI.
This information is proprietary to SEI and available for your personal viewing only and may not be copied or redistributed without receiving prior written permission.
Please note that the availability of certain features may be subject to the approval of your Firm or Firm’s Home Office.
digital account open