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Financial Advisors Knowledge Center


Fintech: Stay Relevant With Every Client Touch

Digital transformation in wealth management

If you were to ask yourself how well you understand your clients’ digital needs, how would you respond? Many advisors are more than a little nervous about the rise of robo-advisors and the effect on their businesses. 

Financial technology is exploding—and that’s a good thing for you.

Download your copy of our report  “Digital Transformation and the Advisor: Keeping pace with a rapidly evolving competitive landscape." and learn how to take advantage of—rather than feel threatened by—financial technology.  We discuss the 6 things you can do now to thrive in today's digital age.

This is just the opportunity you’ve been looking for to help you harness the power of fintech and create a better user experience for your clients.

Complete the form or contact an SEI Practice Consultant at 888-734-2679 to learn more.

 Information provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company. Services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI.