Private Banks Knowledge Center

The Private Banks Knowledge Center offers a wealth of information regarding managing your customer relationships, money and your business.

• • 15 May 2008
  • War for Talent Whitepaper
  • SEI conducted two surveys in 2007 to identify the most important factors influencing a firm's ability to attract and retain high performing Relationship Managers. The first study targeted top executives within wealth management organizations, while the second study sought the opinions of RMs themselves. [... More]
  • Article Types:Knowledge Center,Audience:Prospect,Categories:Private Banking,Categories:Private Banking.Managing Your Business,Content Types:White Paper
• • Discovery: A Fresh Approach to Building Relationships with Wealthy Investors
  • Baby Boomers and the challenges they pose to conventional business approaches have been a hot topic in financial services for years, yet the instances of real business success in this market are still rare. SEI is publishing a series of reports that examine these market trends and propose a new business model for successful financial institutions. [... More]
  • Article Types:Knowledge Center,Categories:Private Banking,Categories:Private Banking.Managing Customer Relationships,Content Types:Quick Poll,Content Types:White Paper