sei wealth platform...50% 10% 10% sei wealth platform 20% 5% 5% growth or profitability after sei*...
TRANSCRIPT
MANAGE AND GROW
SEI Wealth PlatformSM
With 22 clients up and running, SEI is already partnering with leading firms to reduce operational risk and support regulatory requirements. The SEI Wealth Platform rede-
fines outsourcing, letting you focus on your high-value competitive advantages.
FOCUS ON COMPETITIVE ADVANTAGE
MINIMISECOMPLEXITY
NAVIGATE REGULATORY
CHANGE
LEVERAGE INNOVATION
Revolutionise How You Manage and GrowStay in step with the technological realities of wealth management with
straight-through processing. Integrated, enterprise-level views of your firm give you unparalleled strength and agility to make intelligent decisions.
Identify cross-firm opportunities through an interface that’s custom-ised for your business.
Quickly view enterprise-level data for instantaneous information.
Revolutionize How you Manage and Grow
Analyse past trends without running a report.
Holistic analytics help you to predict future revenue and understand where your business is going.
Stay in step with the technological realities of wealth management with straight-through processing. Integrated, enterprise-level views of your firm give
you unparalleled strength and agility to make intelligent decisions.
Revolutionize How you Manage and Grow
Manage better with actual live inte-grated business data.
Personalised menus let you easily access the information that’s most important to you.
Stay in step with the technological realities of wealth management with straight-through processing. Integrated, enterprise-level views of your firm give
you unparalleled strength and agility to make intelligent decisions.
Revolutionize How you Manage and Grow
Understand your revenue sources and see growth over time with an instant snapshot of your incoming capital.
Command a dashbaord that’s customised to your firm’s fee types.
Stay in step with the technological realities of wealth management with straight-through processing. Integrated, enterprise-level views of your firm give
you unparalleled strength and agility to make intelligent decisions.
45%
30%
25%
Back-officeOperations
Technology & Infrastructure
Service VendorManagement
Focus On What You Do Best, And Do It Even Better.
Our scalable technology can help you to increase your business’s profitability by outsourcing low-yield processes to an industry leader with over 45 years experience.
We enable you to be proactive and seek out new opportunities, rather than diverting re-sources to react to unforeseen crises.
Before SEI*
* Sample provided for illustrative purposes only. Each firm determines reallocation of resources based on their own business strategy
50%
10%10%
SEI Wealth Platform
20%
5%
5%
Growth or Profitability
After SEI*
Front-office Tools & Services
Portfolio Management Tools & Services
Back-officeOperations
Service Vendor Management
Focus On What You Do Best, And Do It Even Better.
Our scalable technology can help you to increase your business’s profitability by outsourcing low-yield processes to an industry leader with over 45 years experience.
We enable you to be proactive and seek out new opportunities, rather than diverting re-sources to react to unforeseen crises.
* Sample provided for illustrative purposes only. Each firm determines reallocation of resources based on their own business strategy
InfrastructureManagement
Application Hosting
Global Securities Processing
Performance Measurement
Portfolio & Management
Reporting
Asset Management
Services
Financial Goals-based
Planning
Global UMA/UMH
Vendor Management
Workflow & Document Management
Portfolio
Accounting
Proposal Generation
Your Firm Back-office Operations
—Before Streamline
Minimise ComplexityMaximise efficiency and pivot away from convoluted legacy systems to an integrated plat-
form with a single point of contact.
Middle-office Operations
—After Streamline
Client Management
Services
ProcessingServices
Business
Services
InfrastructurServices
AssetManagement
Services
Your Firm
e
Management
+ SEI
Minimise ComplexityMaximise efficiency and pivot away from convoluted legacy systems to an integrated plat-
form with a single point of contact.
Navigate Industry and Regulatory Change
The leading wealth managers of tomorrow will need an operating model that is considerably more agile and efficient than the ones most
players work with today.
Wealth managers that fail to tackle operational barriers…will find themselves losing ground.
Change is inevitable; success is not. Adapt to industry and regulatory developments with the flexible, scalable SEI Wealth Platform.
Read and Download The Boston Consulting Group’s
full report: “Optimizing Operating Models in Wealth
Management” January, 2014
Read more from The Boston Consulting Group
“
“
Leverage Leading-Edge InnovationOver a decade ago, SEI anticipated the challenges of today’s wealth management indus-try, and now single-system architecture is fast becoming the industry’s standard for true end-to-end operational outsourcing. And what we start, we intend to finish: with a strong presence and a deep commitment to the UK market established and growing, SEI is the
long-term solution that will continue to evolve alongside your business.
2007
First GlobalBank (UK Business)
100,000 Accounts
2010
25 Clients Live, £31B in Assets, and 225,000
Accounts
2014
Continued Innovation, Growth and
Scale
20162015
Established UK HQ in Finsbury Square to Support
Growth
Centralised Operational Functions in the UK
20132009
First UK Advisory
Firm
Next Steps
Speak to your contact at SEI, call 855-475-0373 or email us
Contact
The SEI Wealth Platform may be offered internationally by different SEI Investment Company subsidiaries and affiliates according to local regulatory requirements. This document is not intended in any circumstances as an offer or solicitation to subscribe for or acquire any securities or sale of any securities in any jurisdiction.
Visit SEIC.com for a comprehensive look at the SEI Wealth Platform.