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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