SEI Investments (SEI) has successfully implemented TLM (Transaction Lifecycle Management) Reconciliations to automate its Reconciliations and Exception Management Processes.
SEI, a provider of asset management and investment technology solutions, made the decision to implement TLM Reconciliations based on the product’s unparalleled scalability and its flexibility to quickly adapt to SEI’s unique environment.
“The flexibility of TLM Reconciliations has allowed us to build a Reconciliation and Exception Management solution around our own workflow processes, reducing manual intervention throughout the trade process lifecycle and ensuring exceptions can be routed to, and managed by, the appropriate person or team,” explained Jeff Drennen, Senior Vice President, SEI.