Client Partner Comments
We’re proud of what we’ve accomplished with our client partners. Read what industry professionals like you have to say about working with SEI.
“We are glad to have partnered with SEI in the launch of this QDII Fund. SEI’s capabilities in manager research and oversight, coupled with their expertise in creating strategies in line with our investment objectives, were key drivers for their selection. By working together, we can create a differentiated QDII offering that will provide Chinese investors with a world-class investment solution and access to global markets.”
– Dr. Wang Lixin, Chief Executive Officer, Yinhua Fund Management Co., Limited
Source: SEI Press Release: SEI Announces Distribution Agreement in Mainland China (7 April 2008)
“For almost two decades, SEI has been a valued and forward-thinking strategic partner. SEI’s enhanced Global Wealth Services solution aligns well with our way of doing business. We know from our past experience with SEI that their innovative culture and support of our clients' needs will help us achieve our long-term growth and profitability initiatives."
– Richard Kardys, Group Executive Vice President for Frost Bank
“Our company has been growing at 30 percent a year, and during this dynamic time, SEI has been a trusted partner that has helped support our business. They provide broad capabilities and a deep understanding of the wealth management industry that allows us to focus on client-facing activities, further enabling our growth.”
– David Smith, Chief Investment Officer for Rockland Trust
“We are focused on creating deep and trusting client relationships through superior service; to that end, SEI’s strategic vision aligns perfectly with ours. SEI’s innovations and ability to deliver straight-through business processes continues to allow us to increase our efficiency and focus on what we do best: serve our clients.”
– Brian Lucareli, Senior Vice President for Johnson Bank
Source: SEI Press Release: SEI Selected by Johnson Bank of Wisconsin for Wealth Management Services (27 November 2007)
“SEI’s vast experience in platform integration and merger activities enabled U.S. Bank to successfully integrate the Wachovia and SunTrust acquisitions back-to-back in record time. Over the years, U.S. Bank Wealth management businesses have grown substabitally through acquisition and SEI has been our partner every step of the way. SEI is an unparalleled industry leader in systems integration and project management. The proven scalability of the SEI solution has helped U.S. Bank facilitate our aggressive acquisition strategy.”
– Dale R. Smith, U.S. Bancorp Executive Vice President and Head of Trust Technology and Support Services
Source: SEI Press Release: SEI Facilities U.S. Bank’s Aggressive Growth Strategy and Extends 25+ Year Relationship (14 May 2007)
“Our customers are increasingly in need of more sophisticated investment services. I am excited to attend SEI’s upcoming event and appreciate the opportunity to learn from industry experts and participate in best practice discussions with my peers so that we can better serve our clients.”
– Brian Lucareli, SVP and Managing Director of Wealth Management for Johnson Bank
Source: SEI Press Release: SEI Private Banking to Hold Asset Management Symposium for Bank Wealth Managers (2 May 2007)
“SEI has always provided us with dependable and comprehensive services and we are very pleased to continue our 20-year-plus relationship with them. Their expertise in the private banking and trust industry along with their thorough understanding of our business allows them to anticipate the needs of our end customers.”
– Roland Virag, President and CEO of AmeriServ Trust and Financial Services Company
Source: SEI Press Release: SEI Announces That Long Time Client AmeriServ Trust and Financial Services Company Renews Contract (6 March 2007)
“SEI developed a strong book of business through foreign banks over the past five or six years as it began offering funds of funds and a software package that helps advisers to construct portfolios for customers. SEI has succeeded internationally because the current generation wants more solutions-based investment offerings rather than a supermarket of options to pick and choose from.”
– Geoffrey Bobroff, the president of Bobroff Consulting in East Greenwich, R.I.
Source: SEI Press Release: SEI Pitching Alternative Model for Bank Offerings (13 December 2006)
“SEI’s solution allows us to create processes to drive growth and deliver exceptional service to our clients. They have always provided us with dependable and comprehensive service and we are very pleased to continue this relationship and expand in the scope of services.”
– Daniel A. Rich, Executive Vice President for American National Bank
Source: SEI Press Release: American National Bank Renews Relationship with SEI (27 March 2006)
“Given the number of applications involved in our conversion, coupled with the trust operations outsourcing, I’d say we were a greater than average challenge for SEI. We chose SEI based on their long track record of successful conversions, so we had very high expectations. Not only did they meet our expectations with regard to the conversion process, but the post-conversion support that we received has had a material effect on our ability to make this process transparent to our clients.”
– Cecily Mistarz, Executive Vice President of Product Management and Development at Harris Private Bank
Source: SEI Press Release: Harris Bank Successfully Converts to SEI’s Portfolio Processing and Accounting System (21 December 2005)
“We are committed to providing a new level of client experience to our private bank customers and SEI will assist us greatly in doing this. Their commitment to this relationship will enable us to add tremendous value for our clients.” – Graham Parsons, Executive Vice President of Global Private Banking for BMO Financial Group
Source: SEI Press Release: Harris Bank Successfully Converts to SEI’s Portfolio Processing and Accounting System (21 December 2005)
“This is a major accomplishment, and to achieve a conversion of this magnitude in 15 months is remarkable. We chose SEI in part because of their excellent conversion process and track record. SEI and our project team have navigated us through a smooth transition. We are now able to offer our clients the added value and enhancements made possible by changes we have implemented to our system, complimented by SEI’s solutions.”
– William H. Rogers, Jr., Executive Vice President, SunTrust Banks
Source: SEI Press Release: SunTrust Bank Successfully Converts to SEI Investments’ Portfolio Processing and Accounting System (11 August 2005)
“In addition to the successful conversion, we were able to implement a number of operating improvements in our front and back office as well as reduce the number of our related ancillary system applications. We believe we will be able to find additional improvements as we continue to expand our relationship with SEI.”
– Bill Wohlford, Executive Vice President and Director of Wealth and Investment Operations for SunTrust
Source: SEI Press Release: SunTrust Bank Successfully Converts to SEI Investments’ Portfolio Processing and Accounting System (11 August 2005)
