As the SEI Wealth Platform recently celebrated its 15-year anniversary, Sanjay Sharma explains how an internal philosophy of constant evolution and revolution keeps us on the forefront of change.
There are a number of ways potential platform providers can earn your trust, such as with a proven track record and an intimate knowledge of your market space. Asking the right questions can help you find a partner who also provides long-term value and commitment to future business goals.
A true strategic partner coupled with a modern, flexible platform. Discover how we collaborate with our clients, through a mixture of people, process, and technology, to help them reach their unique goals.
From tech to talent, transparency, and culture, Sanjay Sharma is bringing a new leadership perspective to private banking and wealth management at SEI.
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