Issue link: https://info.seic.com/i/1539521
Which of the following training methods were most effective for training on the SEI Wealth Platform? On the job practice E-learning Virtual Training Classes All of the above Comments .................................................................................................................................................................................... Do you feel additional training is needed? If yes, in what subject or area? Yes No Comments .................................................................................................................................................................................... As it relates to the Transition and Cutover aspect of the project, how would you rate the following: Poor Good Excellent Planning for Static and Live Migration (for example the gameplan) Custody Movement Planning and support for key post live "firsts" such as fees and statements SEI Total Wealth cutover and support process Transition from project to service Client Service Management (CSM) tool Implementation of standard and custom interfaces Please provide feedback on your experience using our Client Service Management tool for managing the project, including the Defect Management module. .................................................................................................................................................................................... .................................................................................................................................................................................... .................................................................................................................................................................................... .................................................................................................................................................................................... Page 4 of 4