SEI has announced a strategic collaboration with IBM Consulting to modernize operations through agentic AI, automation, and process redesign, aiming to boost productivity, enhance client experiences, and support sustainable long-term growth.
Quick Intel
SEI, a prominent global provider of financial technology, operations, and asset management services, has entered a collaboration with IBM to harness agentic AI and automation for comprehensive enterprise transformation. This initiative underscores SEI's focus on evolving its operational model to match the pace of industry change and client expectations.
The partnership begins with a thorough, data-driven assessment of SEI's current processes, systems, and data flows. IBM Consulting will work alongside SEI subject matter experts to identify high-impact opportunities for automation, process redesign, and the integration of agentic AI—enabling more agile responses to evolving client and business requirements.
By leveraging IBM's Enterprise Advantage platform, SEI aims to create a modern, data-powered operating foundation. This will streamline everyday interactions, automate repetitive tasks, and ensure reliable outcomes that generate lasting value for clients and internal teams alike.
"As SEI enters its next phase of growth, investing in how we operate is just as critical as investing in what we deliver. IBM brings deep industry and technical expertise that will build on our strong operational foundation and strategic vision. By deploying and scaling AI across the enterprise through a disciplined, data‑driven approach, we will work more efficiently, innovate faster, and scale with confidence.
Automation will enable our teams to spend less time on manual, repetitive work and more time on higher‑value, relationship‑driven activities—further elevating service quality, strengthening trust among our clients, and creating more opportunities for professional growth. By making automation the engine of growth and AI its enabler, SEI is innovating with purpose to build a data‑powered foundation for the future." — Sean Denham, Chief Financial and Chief Operating Officer, SEI
"SEI has a long-standing reputation for operational excellence and building integrated solutions in a complex, highly regulated industry. By combining SEI's deep knowledge of its business with IBM's expertise in process intelligence and agentic AI, we can unlock new levels of efficiency across the enterprise. With streamlined operations and data‑centric insights embedded into how work is performed, SEI is strengthening its ability to scale while further differentiating itself in the market." — Glenn Finch, Head of U.S. Financial Services at IBM Consulting
The collaboration positions SEI to enhance decision-making, improve employee and client experiences, and maintain its competitive edge in financial services. Through targeted automation and AI deployment, the company seeks to free resources for strategic priorities while reinforcing trust and service excellence.
About SEI®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Dec. 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets. For more information, visit seic.com.
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