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Financial Services

Financial Services

Revolutionize your approach to risk and competition.

Investing in transformation

We’re not just consultants — we’re change agents operating across people, processes, and technology domains. From leading financial institutions through regulatory conflicts during the mortgage crisis to achieving ambitious data strategy objectives, SEI blends a cross-sector perspective with industry know-how to address disruptions and empower sustainable growth for our clients.

50%
Increase in U.S. banks' ROCE that could be driven by digital transformation
60%
Share of investment managers citing cybersecurity among their three greatest challenges
75%
Share of U.S. Gen Zers interested in using a financial superstore app

What we do

AI & Technology

AI & Technology

From the latest in generative AI to the most advanced intelligent automation and everything in between, we work together to make sure your technology is moving your business forward.

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Concept to Delivery

Concept to Delivery

We help businesses like yours unite your people, processes, and technology behind one purpose, giving organizations the tools they need to seize the initiative.

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Data & Analytics

Data & Analytics

Our purpose-built solutions are designed to suit your goals, people, and systems, harnessing the power within your data and putting it to work for your enterprise.

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Security, Risk & Compliance

Security, Risk & Compliance

We evaluate every element of your organization to strengthen the systems that protect your business, ensuring you stay ahead of prevailing industry and global trends.

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Strategy & Operations

Strategy & Operations

We partner with you to close critical gaps, creating strategic roadmaps and executing critical projects at ground level to keep you at the forefront of your industry.

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How we can help

Collaborate with SEI to develop custom, data-driven strategies that keep your business ahead of the market.

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