SEI has announced it has joined forces with IBM to accelerate enterprise transformation through agentic AI and automation and modernise how it operates, innovates, and delivers value to clients.
SEI writes that it 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 modernisation 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.
Commenting on the collaboration, Sean Denham, SEI’s Chief Financial and Chief Operating Officer, says: “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.”
Glenn Finch, Head of U.S. Financial Services at IBM Consulting, adds: “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.”
