WealthBriefing: Setting World-Class Standard in Implementation
March 28, 2022 at 01:01 pm EDT
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"We look at implementations as an opportunity for significant business model transformation."
SEI Private Banking has been recognized in the WealthTech Americas Awards 2022 "WealthTech Consultancy & Training" category for "Implementation/Partner." Al Chiaradonna, SVP of SEI Wealth Platform, discusses how our proprietary implementation program is designed to maximize collaboration, foster trust, and help our clients grow.
"We look at implementations as an opportunity for significant business model transformation-and our approach is to evaluate people, process, and technology considerations as firms revisit their operating model," explains Chiaradonna.
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SEI Investments Company published this content on 28 March 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 28 March 2022 17:00:09 UTC.
SEI Investments Company provides technology and investment solutions that connect the financial services industry. Its segments include Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. Its Private Banks segment provides outsourced investment processing and investment management platforms to banks and trust institutions, independent wealth advisers, and financial advisers worldwide. Its Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors, financial planners, and other investment professionals in the United States. The Institutional Investors segment provides outsourced chief investment officer solutions, including investment management and administrative outsourcing platforms to retirement plan sponsors, healthcare systems, higher education and other not-for-profit organizations worldwide.
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