SEI WorkDesk provides remote approval and process management.

To drive operational efficiencies and reduce errors, SEI has embedded business process automation throughout our operational environment. Accessing and interacting with these processes can now be done on your mobile device.

Workflow management indexes and distributes important processes and documents, in real time, while creating an electronic audit trail of the entire process, which:

Reduces operational risk
Removes process bottlenecks
Allows remote workflow approvals
Facilitates oversight and enhances analytic capabilities
Provides transparency into daily operations
Enables the processing of a high volume of data in a controlled, process-driven manner
Available only for use by managers whose firms have an existing agreement with SEI. For more information on gaining access to SEI’s solutions for managers, please contact your relationship manager or email [email protected].