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Organizational change management services

Financial institutions face constant pressure to adapt—whether due to regulatory shifts, digital transformation, or evolving client expectations. Yet, change initiatives often falter due to poor planning, lack of stakeholder buy-in, and resistance from within the organization.

SEI’s organizational change management services are designed to help firms embrace continuous change by aligning people, processes, and technology. We conduct readiness assessments, develop communication strategies, and identify change champions to drive adoption. Our approach includes training programs, stakeholder engagement, and conflict resolution to ensure smooth transitions and sustained performance improvements.

With SEI, you gain a strategic partner that understands the human side of transformation. Our time-tested methodologies and industry expertise help your firm navigate change with confidence, fostering a culture of agility and innovation.

Our services include:

  • Application OCM assessments: change readiness, acceptance, efficacy analysis
  • Training and skill development
  • Communication strategy plan
  • Stakeholder analysis and engagement
  • Identification of change champions and ambassadors
  • Resistance management and conflict resolution
  • Future state design
  • Change agent network 

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.