Banking Services

Deepen client relationships and protect your business

Want to stand out among the competition? Start offering your clients flexible banking services and convenient lending products^* that can help them:

• Better manage their cash
• Maximize returns
• Ensure liquidity

Your clients will appreciate the convenience and value, while you enjoy the benefits that deeper client relationships can bring:

• Gain a competitive edge. When you view your clients’ cash flow needs alongside their investment objectives, you have an information advantage that banks can’t match. You’ll be able to develop thoughtful cash flow and savings plans for clients that gel with their investment needs.
• Increase wallet share. SEI Banking Services is the answer to today’s shift toward more holistic financial solutions. With a more comprehensive offering, you can grow your asset base and satisfy more services per household, including lines of credit and other lending vehicles.
• Become even more valuable. You won’t become a bank teller and you won’t need to deal with day-to-day banking questions. But you will better meet your fiduciary responsibility to your clients as you get a clearer view of their cash flow and liquidity needs.

Service Offerings

SEI Banking Services is a smart way to give more to your existing clients and reduce competitive pressures from banks:

• Free ATM access^**
• Online bill pay
• No annual maintenance fees
• 24x7 customer service
• Interest-bearing checking with unlimited check-writing
• Seamless money transfers
• Automatic sweeps

*Banking services are offered through The Bancorp Bank, an FDIC-insured financial services provider specializing in Internet banking.

**A currency conversion fee is assessed on international transactions.