Outsourced CTO services

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Customizable technology and investment solutions that simplify complexity and empower the financial services industry to move forward with confidence.

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Powering the future of wealth with enterprise platform solutions and outsourced operations that address complex business challenges.

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Connecting investors to what matters most, so they can achieve their goals and make confident decisions.

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We help our clients across financial services make confident decisions and power growth.

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Banks and wealth managers

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Institutional investors

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In today’s rapidly evolving financial landscape, many banks and wealth managers struggle to maintain a competitive edge due to fragmented technology strategies and limited access to senior tech leadership. Without a clear roadmap, firms risk falling behind in innovation, operational efficiency, and investor confidence.

SEI’s outsourced CTO / co-CTO services offer a strategic partnership that brings deep domain expertise, cutting-edge research, and access to a global network of technology professionals. We help firms assess their current technology and workflow environments, identify opportunities for cost reduction and efficiency gains, and develop a strategic roadmap tailored to their business goals. Our vendor management and planning capabilities ensure seamless execution and alignment with long-term objectives.

Choosing SEI means gaining an experienced advisor who understands the nuances of the wealth management industry. Our client-centric model ensures that every engagement is customized to your firm’s needs, delivering measurable outcomes and a more resilient technology ecosystem.

Our services include:

Technology and workflow assessment and recommendations
Strategic roadmap for cost reduction and/or efficiency gains
Vendor management
Strategic planning driven by technology

Explore our solutions.

Application development and design services
SEI’s application development & design services deliver tailored software solutions that meet the unique needs of financial institutions.
Business process outsourcing services
SEI’s BPO services offer scalable support for custody account operations, reconciliation, tax, and more—backed by automation and SLA tracking.
Data cloud services
SEI’s data cloud services offer unified platforms, seamless integration, and enhanced reporting to help firms manage and leverage data effectively.
Organizational change management services
SEI’s organizational change management services help financial institutions embrace change through stakeholder engagement, training, and strategic planning.
Systems integration services
SEI’s systems integration services streamline connectivity across platforms and help reduce errors to improve client experiences.
Workforce augmentation services
SEI’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.