SEI Unveils New Professional Services for Private Banking and Wealth Management

SEI Investments Company

OAKS, PA — SEI® (NASDAQ: SEIC) has launched a new professional services offering within its Private Banking and Wealth Management sector, already adopted by nine U.S. clients across 17 projects. This initiative aims to transform firms’ technology infrastructure and operations while enhancing customer experience through a range of specialized solutions.

Sanjay Sharma, SEI’s Global Head of Private Banking and Wealth Management, emphasized the need for strategic partnerships in the face of rapid technological advancements. “The pace of technological evolution isn’t slowing down, and the financial services industry continues to navigate the need for business transformation as customer demands increase,” Sharma stated. He highlighted SEI’s long-standing commitment to supporting clients’ digital transformation efforts, backed by over 55 years of industry experience.

The new services, offered as standalone solutions, are tailored to meet the unique needs of each firm, regardless of the existing technology platforms they use. Key offerings include outsourced CTO services, system integration, application development, organizational change management, data cloud and analytics, business process outsourcing, and workforce augmentation. These services aim to bolster firms’ operational efficiency, compliance, and overall growth.

Deen Bandhu, Head of SEI’s Professional Services offering, underscored the initiative’s role in driving transformational change. “SEI’s professional services offering aims to enhance operational efficiency, compliance, technology infrastructure, scale, and customer experience for firms of all shapes and sizes in a landscape of constant change,” Bandhu noted, stressing the importance of combining the right people and processes in achieving successful business transformations.

With this comprehensive suite of services, SEI is poised to support a variety of strategic needs and objectives, helping firms maintain a competitive edge while navigating the complexities of the modern financial landscape.

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