SEI announced it has joined forces with IBM IBM to accelerate enterprise transformation through agentic AI and automation and modernize how it operates, innovates, and delivers value to clients—reinforcing the company’s commitment to sustainable growth.
SEI will work with IBM Consulting to conduct a comprehensive, data-driven review of its current operational systems and workflows aimed at advancing automation, process redesign, and modernization across the enterprise. The initiative is being designed to improve productivity and enhance the client experience by streamlining everyday client interactions, expanding automation of routine tasks, and enabling consistent outcomes with long-term value. With AI accelerating progress, SEI aims to build a modern, data‑enabled operating foundation to support long-term growth.
“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,” said Sean Denham, SEI’s Chief Financial and Chief Operating Officer.
“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,” said Denham.
“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,” said Glenn Finch, Head of U.S. Financial Services at IBM Consulting.
IBM is working closely with subject matter experts across SEI to assess processes, systems, and data, identifying opportunities to embed agentic AI and automation into day-to-day operations and enable teams to act with greater agility as client and business needs evolve. SEI will leverage IBM’s Enterprise Advantage platform as a strategic enabler to accelerate operating model transformation, fuel operational excellence, and enhance employee and client experiences—strengthening decision‑making and positioning the company for a future powered by AI and data.
