Strategy shapes the direction. Technology enables the connection. SEI Professional Services helps make it work across your business every day.
SEI’s professional services helps banks and wealth managers bring their vision to life through consulting expertise, business domain knowledge, and technology integration capabilities. We design and execute solutions with accountability embedded at every stage, aligning data, systems, controls, and processes to support lasting business outcomes.
From strategic guidance to hands-on execution, we take ownership beyond recommendations to help you move forward with confidence. As client needs evolve, many organizations continue to engage SEI beyond their initial project. More than 60% of clients work with us on additional initiatives.
Over 60%
of professional services clients engage with SEI on a repeat basis.
SEI’s professional services for financial institutions include:
SEI’s application development and design services deliver tailored software solutions that meet the unique needs of financial institutions.
SEI’s BPO services offer scalable support for custody account operations, reconciliations, tax, and more, backed by automation and SLA tracking.
SEI’s data cloud services offer unified platforms, seamless integration, and enhanced reporting to help firms manage and leverage data.
SEI’s organizational change management services help financial institutions embrace change through stakeholder engagement, training, and strategic planning.
SEI’s outsourced CTO services deliver strategic planning, vendor oversight, and technology optimization without the need for a full-time executive.
SEI’s systems integration services streamline connectivity across platforms and help reduce errors to client experiences.
SEI’s workforce augmentation provides trained professionals across tech and operations, helping firms scale without hiring full-time.
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 market.
Client-centric model
Our expert team works with yours to design and build the specific solution you need to help you elevate your technology and operations.
What can we do for your business?
Find out how we can tailor services to help you achieve your goals.
Data as of 12/31/2025.
Services provided by SEI through its subsidiaries and affiliates.