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 | | Integration saves time.
Time is Money. Are there steps you could be taking to get more out of the resources you're using? In a recent survey, 87% of advisors acknowledged the need to improve their workflow capabilities.1 In fact, if you're not thinking about ways to integrate, you could be missing out on opportunities to: |  |
|  | Save time by working smarter Leverage new technologies to simplify your processes Connect with clients and prospects in more efficient, meaningful ways |
| | In SEI's new white paper, Advisor as Business Owner, Focus on Integration, you'll find out how your peers are tackling the questions of time, money and integration. |  | | 1 Source: ActiFi's 2012 CRM Survey Information provided by SEI Advisor Network, a strategic business unit of SEI Investments Company (SEI). For Financial Intermediary Use Only. Not for Public Distribution. |
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03 Dec, 2013
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Source:
http://insurancereviewinfo.blogspot.com/2013/12/complimentary-download-how-integration.html--
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