Client Service Dedication

Committed to Client Satisfaction

SEI's goal is to anticipate the needs of our clients and always strive to exceed expectations. At SEI, you will have a dedicated team of experienced professionals working with all levels of your organization.

Find out how we've redefined the client experience (PDF)

Our client service approach is based on three key components:

Awarded! SEI client named a "Solutions Superstar" (PDF)

SEI’s Priority: Client Communication

Our model provides ongoing communication to our clients in the following ways:

  • Proprietary research – research presentations and papers from SEI and outside professionals on investment and industry-related topics 
  • Face-to-face visits – SEI’s Relationship Managers meet with clients to discuss the overall status and progress of accounts
  • Exclusive conferences – events that bring clients together to communicate strategic direction, research, and enhancements
  • Timely communications – we strive to keep our clients up-to-date on breaking industry news, legislative issues, market events, and product updates at all times

Case Studies

What do our clients think?

In a recent SEI client satisfaction survey*:

• 95% of clients responding would be likely to recommend SEI to another colleague or firm

• 95% of clients responding would choose SEI again if selecting a new provider

• 96% of clients responding agree that their relationship manager is dependable, trustworthy and understands the needs of their organization

 

*Summer, 2010

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