Wealth and Asset Managers
Professional services
Empower your financial institution with a comprehensive suite of specialized services.
Elevate your technology and operations with specialized services.
Our expert team works with yours to design and build the specific solution you need, leveraging the full power of our cutting-edge technology and wealth management expertise to help you elevate your technology and operations, deliver greater value to clients, and grow more effectively.
SEI’s professional services for financial institutions include:
Outsourced CTO (chief technology officer) services
Utilizing our outsourced chief technology officer as a service gives you access to enhanced technology strategy recommendations from experienced leaders to help you build and execute your vision. We can help you better achieve business objectives while you focus on building relationships in the community and serving clients.
Organizational change management
With a time-tested change management process, we can help facilitate smooth, successful implementations within banking and wealth management organizations, ensuring that employees are well prepared, engaged, and supported during potentially disruptive transformations.
Learn more about our change management services.
Business process outsourcing (BPO)
Business process outsourcing (BPO) offers a fully outsourced staff augmentation workforce model for firms that own custody accounts and are looking for staff to support middle-office operations functions. We can help you reduce manual effort, mitigate risk, and optimize your workflow with straight-through processing.
Workforce augmentation
Access a pool of experienced and trained resources who can supplement your workforce with subject matter expertise and experience.
Data cloud and analytics
Data cloud and analytics help firms effectively manage their data assets, promote data integrity, and leverage data for more informed decision-making and potential business growth, all while ensuring compliance with pre-established business requirements.
Systems integration services
Our systems integration services can help enhance operational efficiency, data security, and regulatory compliance for banks and wealth managers—all designed to help create better customer experiences and business growth.
Application development and design
We offer a comprehensive approach to application development, designed to generate software that meets high standards of functionality, scale, and usability.
Why SEI?
Holistic approach
Our integrated suite of services provides end-to-end solutions from development to optimization, designed to deliver a seamless and cohesive transformation journey.
Industry expertise
Our team of domain specialists brings extensive knowledge of the wealth management industry and technology ecosystem, aligning solutions with your unique business requirements.
Scalable solutions
Our solutions are designed to scale and adapt to your growing wealth management business needs, helping to ensure sustained success in a dynamic market.
What can we do for your business?
Find out how we can tailor services to help you achieve your goals.
Services provided by SEI through its subsidiaries and affiliates.