SEI Investments

Using Client Input to Drive Engagement and Growth

Every day advisors are missing out on service, revenue and referral opportunities.

The Client Insights program helps you gather and use client input to elevate your client experience and uncover unmet needs and opportunities among existing clients. The result? Deeper client engagement and growth.

Client Insights allows you to share a survey that reflects your objectives, and access a personal dashboard that provides you with step-by-step guidance to take action on your results.

Existing users enter your log-in details to create a new survey or access your personal dashboard.

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How Does It Work?

Learn more about how Client Insights can help you build deeper relationships and identify revenue and referral opportunities.

Click here for a 10-Minute Introduction to Client Insights.
Click here to book a live demo of Client Insights.

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Ready To Get Started?

View program pricing and start your Client Insights program.

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