Areas of Expertise
- Product management
- User centered design
- Client experience strategy
Allie serves as Managing Director for the Independent Advisor Solutions by SEI (IAS) Front Office team. In this role, Allie is responsible for the design and delivery of front office tools that support independent financial advisors and their clients. These tools include an advisor desktop, investor website, performance reporting and technology integration with industry leading third party applications. Additionally, she is the client experience contributor to SEI’s practice management blog, Practically Speaking.
Allie joined SEI in 2010 and most recently served as a Product Solutions Manager for IAS, where she was responsible for researching and designing new cross product services. Allie would guide an idea from hypothesis to reality employing user centered design methodology.
Allie graduated with a B.A. in International Relations with minors in Spanish and economics from Bucknell University in Lewisburg, PA. In her free time she likes to stay active running on local trails with her husband, children and labradoodle.
Recent Articles from Allie Carey
Transparency: A Building Block to Trust How much transparency do you really give your clients?
Engaged Employees Contribute to Better Client Experiences Your employee team can be a strong differentiator
2020: Year of the Digital Transformation What were the most noteworthy digital trends of the year?
2 Steps to Tap into the Power of Empathy Empathy opens the door to deeper insights about your client
Changing World, Changing Clients—Changing Personas Personas need to be living, breathing representatives of your clients' current lives
Assessing, Designing, and Improving the Client Experience What is a client journey map and why you should care
Advisors: Let's Talk Employee Experience It’s rare that a conversation about client experience doesn’t mention the importance of the employee experience