In today’s digital world, customers expect every interaction to be personalized. Wealth managers need modern technology to drive growth and meet customer needs.
There are a number of ways potential platform providers can earn your trust, such as with a proven track record and an intimate knowledge of your market space.
As the SEI Wealth Platform recently celebrated its 15-year anniversary, Sanjay Sharma explains how an internal philosophy of constant evolution and revolution keeps us on the forefront of change.
