Making a case for change

SEI

Selling innovation to a change-resistant audience

SEI is a leading global provider of wealth-management solutions. It spent the past decade pioneering an adaptable, end-to-end solution for accounting systems called the SEI Wealth Platform. In other words, it made a really smart, complex tool to help a very elite audience.

For the platform to succeed, it would need a proper introduction, so we interviewed CEOs to understand where they saw risk. Acknowledging a need for change wasn’t the barrier, it was knowing where to start. The CEOs wanted a vested partner—not a tech vendor—to realize their vision.

Story developed a hyper-targeted strategy, including a custom partnership with Fortune magazine, to guarantee the attention of C-Suite decision makers.

We then launched a provocative campaign that questioned legacy systems in clear terms and humanized SEI’s digital platform with personal stories, positioning SEI’s employees and its technology as critical to surviving the future.

Brand Positioning

Integrated Campaign

Web Video

Print Campaign

Campaign Hub Site

Take on transformative change, or get left behind.

The Results

600%

INCREASE IN SALES TOOL USE

8 min

AVERAGE TIME SPENT
ON CAMPAIGN CONTENT

500%

INCREASE IN
WEBSITE TRAFFIC

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@storyworldwide

Story Worldwide

Seattle

92 Lenora Street

Seattle, WA 98121

425-312-1161

New York

32 Union Square East, 1007

New York, NY

212-500-1323