Business process outsourcing services.
Outsource middle-office functions to help streamline operations and reduce costs.
Business process outsourcing services
Middle-office operations are essential but often resource-intensive and prone to inefficiencies. For firms managing custody accounts, maintaining accuracy and compliance while scaling operations can be a significant challenge.
SEI’s business process outsourcing (BPO) services provide a fully outsourced model that supports a wide range of operational functions—from asset data services and reconciliation to tax processing and workflow automation. Our solutions are designed to reduce manual effort, improve data quality, and enable straight-through processing, all while delivering full tracking and SLA reporting.
By employing SEI, firms can achieve substantial cost savings, reduce processing errors, and free up internal resources to focus on strategic initiatives. Leveraging our deep operational expertise and scalable delivery model, we function as a natural extension of your team.
Our services include:
- Asset data services
- Special assets
- Non-SEI custody:
- Firm as cash agent
- Remote check printing
- Cash receipt matching and settlement UI
- Account setup, maintenance, and close
- Investment decisions
- Trade exceptions
- CA elections
- Fee processing
- Vault recon and control
- Aggregation
- Tax
- Reconciliation and print services
- Operations automation
- Technology and business operations landscape assessment
- Workflow optimization and enabling straight through processing
- Enabling both efficiency improvement and business growth
Explore our solutions.
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Application development and design servicesSEI’s application development and design services deliver tailored software solutions that meet the unique needs of financial institutions.
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Data cloud servicesSEI’s data cloud services offer unified platforms, seamless integration, and enhanced reporting to help firms manage and leverage data effectively.
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Organizational change management servicesSEI’s organizational change management services help financial institutions embrace change through stakeholder engagement, training, and strategic planning.
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Outsourced CTO / co-CTO servicesSEI’s outsourced CTO services deliver strategic planning, vendor oversight, and technology optimization—without the need for a full-time executive.
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Systems integration servicesSEI’s systems integration services streamline connectivity across platforms and help reduce errors to improve client experiences.
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Workforce augmentation servicesSEI’s workforce augmentation provides trained professionals across tech and operations, helping firms scale without hiring full-time.
What can we do for your business?
Find out how we can tailor services to help you achieve your goals.
Services provided by SEI through its affiliates and subsidiaries.