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Wealth Briefing: SEI Trumpets Wealth Platform Client Take-Ups

Wealth Briefing covers the significant global moment shown by SEI’s Private Banking business during the last 12 months.

"Over the last 12 months, SEI implemented seven private banking clients, six of which were completed fully remotely because of COVID-19 restrictions. 'Of the additional seven new clients who signed SWP agreements in the last 12 months, two of those deals were completed from start to finish without a single in-person meeting, fully remote.'"

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