Unlock new possibilities for your business.
Empower your financial institution with a comprehensive suite of professional services from SEI.
Our innovative solutions combine cutting-edge technologies with industry expertise to elevate your operations and help you deliver greater value to clients.
30+
active & completed projects in the last two years
19
unique clients
90+
projects scoped
Data as of 9/30/2025
Why SEI?
Holistic approach.
Our integrated suite of services provides end-to-end solutions from development to optimization, designed to deliver a seamless and cohesive transformation journey.
Industry expertise.
Our team of domain specialists brings extensive knowledge of the wealth management industry and technology ecosystem, aligning solutions with your unique business requirements.
Scalable solutions.
Our solutions are designed to scale and adapt to your growing wealth management business needs, helping to ensure sustained success in a dynamic marke
Our services.
Outsourced CTO / Co-CTO services.
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.
Organizational change management.
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.
Business process outsourcing (BPO).
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.
Workforce augmentation.
SEI’s workforce augmentation services offer a pool of experienced professionals who can seamlessly integrate into your team. Whether you need support for system integration, data analytics, application development, or change management, our experts bring the skills and experience needed to accelerate delivery and reduce overhead.
Data cloud services.
SEI’s data cloud services empower firms to manage their data assets more effectively. We offer a unified data platform, seamless integration, and enhanced reporting capabilities that promote data integrity and strategic utilization. Our solutions are designed to support informed decision-making, improve agility, and scale with your business.
Systems integration.
SEI’s systems integration services connect the virtual and physical components of your IT environment into a cohesive ecosystem. We provide integration strategy, architecture design, API development, data migration, and workflow automation to ensure smooth and reliable connectivity across systems.
Application development and design.
SEI’s application development and design services offer a comprehensive approach to building tailored software solutions. From planning and requirement gathering to testing, deployment, and maintenance, we ensure that every application meets high standards of quality and performance. Our CI/CD pipeline and performance engineering practices enable rapid delivery and continuous improvement.
How we’ve helped firms like yours.
A 360-degree enterprise date view.
SEI’s professional services worked to seamlessly connect a firm’s technology ecosystem—combining virtual and physical IT components into a unified system—to optimize performance, accelerate integrations, reduce manual errors, and enhance collaboration for improved client experiences.
Data migration without the staffing burden.
SEI’s professional services provided a firm with experienced, specialized professionals to supplement internal teams for system integration, analytics, application development, and change management—delivering expert knowledge, potential cost savings, and flexible support without the need to hire full-time staff.
Find out how SEI can help power the future of your business.
Connect with our team today.
Services provided by SEI through its affiliates and subsidiaries.