Learn how one firm overcame siloed systems, fragmented data, and manual workflows to streamline their technology ecosystem and achieve a comprehensive data view through SEI’s Professional Services.
Case Study: A 360-degree enterprise data view
Client profile.
A commercial and consumer financial firm overseeing about $13 billion in assets under administration (AUA). They offer a comprehensive range of wealth management services, including trustee services, estate planning, and 401(k) plan administration.
In a competitive industry like financial services, speed is key. As client expectations evolve and the demand for data-driven decision-making increases, financial advisors need to be able to source and analyze data across multiple systems and books of business. Poor systems integration can lead to increased operational costs, unsustainable manual fixes, and data inconsistencies among departments and users.
This is the problem a financial services firm was facing when they engaged with SEI’s Professional Services. The firm had allocated systems across various books of business on a variety of platforms. Without an established data flow between these systems, they had difficulties obtaining comprehensive insights across their businesses. Lacking a single source of truth, the firm faced challenges making timely, informed decisions.
Our Professional Services team partnered with the firm to design and implement a 360-degree solution for multichannel data delivery, built to streamline access to information across the organization. The goal: to create a single, trusted source of truth by connecting the firm’s key data systems.
To achieve this, we integrated the client’s distributed systems—including CRM, third-party providers, and internal accounting platforms—into a unified enterprise data lake within the SEI Data Cloud. This enabled the firm to move beyond siloed system views and gain access to data from all business units, regardless of the platform they operated on.
Integrating CRM data was among the firm’s most pressing challenges. We resolved this by bringing CRM data directly into the SEI Data Cloud and combining it with data from other critical sources. From there, the team developed a 360-degree view of the firm’s end-customer data, using a suite of customized management information dashboards. These dashboards provided intuitive, visual insights that allowed the firm to better understand customer behaviors, trends, and business performance.
Beyond integration and visibility, we also focused on improving operational efficiency. By leveraging workflow automation through SEI Data Cloud and Power Automate, the firm was able to reduce manual processes and accelerate routine tasks—freeing up internal teams to focus on higher-value work and timely decision-making.
For illustrative purposes only.
By combining technical know-how with platform fluency—including expertise across third-party vendors and proprietary systems like the SEI Wealth PlatformSM—SEI served as a single point of contact to manage complex integration efforts and vendor relationships. This streamlined project execution and helped the firm avoid the inefficiencies of working with multiple, siloed providers. From early-stage strategy and planning through data mapping, API development, and workflow automation, our team delivered both speed and precision. Every element—from data migration to custom dashboard development—was built to reduce manual errors, improve cross-platform connectivity, and ultimately enhance the end-client experience.
Engaging with SEI’s Professional Services not only accelerated the firm’s time to value but also laid the groundwork for future scalability. With a robust, centralized integration framework in place, the firm is now positioned to make faster, data-driven decisions—without being constrained by legacy limitations.
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