Business Relationship Services

Each new business relationship begins a collaborative effort to understand your firm and its services, and assess SEI as your strategic partner. What we learn during this process is used to configure wealth processing and wealth management services to best fit your business needs.

Business Relationship Services provide:

• Dedicated relationship manager and implementation teams
  • Intimate with your business goals and objectives
  • Disciplined project management process
  • Best practice consultation



• Joint strategic business planning
  • Change programme planning and execution
  • Project resources
  • Ongoing firm support team



• Disciplined governance model
  • Oversight of services delivery and change agenda
  • Structured meetings and action planning at all levels of the relationship

Through these services, we partner with you to achieve:

• Successful change management
• Alignment of business goals with services delivery
• A trusted relationship
• Improved effectiveness and efficiencies through a consistent process

See how working with us is different.