Case study
Client stories
A true strategic partner coupled with a modern, flexible platform. Discover how we collaborate with our clients, through a mixture of people, process, and technology, to help them reach their unique goals.
Change isn’t always easy. However, with the significant pressures facing the wealth management industry, change is constant. The stories below are examples of how we collaborate with our clients to help them achieve their unique business goals.
Our expertise
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A year of strategic partnershipCollaboration is key to a successful partnership. A year after going live on the SEI Wealth Platform, Alex Twiss, Managing Director at Connor Broadley, who was tasked with leading the project to select a new platform provider, reflected on the partnership and how working with the Platform has impacted their business.
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People leading the wayWhat does it take for a business to grow? A strategic partner to help navigate periods of change and a collective focus on your employees is now more essential than ever. Discover how our partnership with Grant Thornton led to a strategic change management initiative, helping to support wealth managers through the transformational change of adopting the SEI Wealth Platform.
Navigating regulatory change
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MiFID II transaction reportingCollaboration with firms, regulators, and industry bodies ensured transparency and efficiency gains for new MiFID II costs and charges regulations.
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MiFID II costs and chargesClient partnerships, regulator relationships, and internal experts helped deliver a successful collaborative project for new regulations.
Interested in learning more
The SEI Wealth Platform supports a wide range of wealth management firms globally. If you don’t see a case study that matches your own situation, talk to us. Chances are, we’ve done it before.
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