SEI Unveils AI-Powered Platform to Streamline Investment Management Operations

Event summary

  • SEI launched an enhanced unified platform combining SEI Data Cloud and SEI Scope™ to improve data access, insights, and operational efficiency for investment managers.
  • The platform offers faster NAV delivery, improved transparency, streamlined operations, and deeper insights through near real-time data.
  • SEI also introduced SEI Access™ for CITs, an automated onboarding platform for collective investment trusts.
  • The company announced strategic investments in AI and automation, including a partnership with IBM to enhance investor servicing and alternative fund accounting operations.

The big picture

SEI's investment in AI and automation reflects the broader industry trend towards digital transformation in asset management. With $1.9 trillion in assets under management, SEI's strategic moves aim to enhance operational efficiency and client servicing, positioning the company to better compete in a landscape demanding greater speed, precision, and transparency. The partnership with IBM underscores the growing importance of agentic AI in driving enterprise transformation.

What we're watching

AI Integration
How SEI's AI-enabled automation will affect operational performance and service delivery for investment managers.
Market Differentiation
Whether SEI can sustain its competitive edge through continuous innovation in data and technology solutions.
Regulatory Compliance
The pace at which SEI's platform enhancements will address evolving regulatory requirements in investment management.