SEI Engages IBM to Accelerate Enterprise Transformation Through Agentic AI
MWN-AI** Summary
SEI, a leading financial technology and asset management services provider, has partnered with IBM to accelerate its enterprise transformation using agentic AI and automation. This collaboration aims to modernize SEI’s operational systems, enhancing efficiency, scalability, and client experiences while emphasizing sustainable growth. Through a comprehensive, data-driven review of its workflows, the initiative will focus on advancing automation, streamlining client interactions, and improving overall operational productivity.
Sean Denham, SEI’s Chief Financial and Chief Operating Officer, highlighted that this investment in operational efficiency is as crucial as investments in product delivery. By leveraging IBM's expertise in process intelligence and agentic AI, SEI plans to unlock new efficiencies and strengthen its market position. The goal is to enable SEI’s teams to shift from repetitive manual tasks to more value-driven activities, thus improving service quality and fostering stronger client relationships.
IBM Consulting will work alongside SEI's subject matter experts to assess current processes and identify opportunities for embedding AI and automation into daily operations. The partnership will utilize IBM’s Enterprise Advantage platform as a strategic enabler to further enhance operational excellence and employee experiences, ultimately supporting informed decision-making.
Both companies recognize SEI's longstanding reputation for operational excellence in a highly regulated industry. This collaboration is expected to create a data-powered foundation for SEI's future, positioning the firm to better adapt to evolving business and client needs. As of December 31, 2025, SEI manages approximately $1.9 trillion in assets and continues to tailor its solutions to help clients effectively deploy their resources, reinforcing their growth objectives.
MWN-AI** Analysis
SEI (NASDAQ: SEIC) has announced a strategic collaboration with IBM to enhance enterprise transformation through agentic AI, which aims to modernize its operational framework while aiming for sustainable growth. This initiative signifies a transformative step towards heightened operational efficiency, enhanced scalability, and superior client service.
Investors should closely monitor SEI as this partnership advances, given its potential to significantly improve the company's competitive edge within the financial services industry. By leveraging IBM's expertise in process intelligence and AI, SEI aims to drive automation, reduce manual workflows, and create value-added engagements with clients. Such improvements will not only boost productivity but also facilitate a data-driven decision-making environment, positioning SEI to respond adeptly to evolving market demands.
The existing regulatory landscape in the financial sector makes this modernization imperative. With approximately $1.9 trillion in assets under management as of December 31, 2025, any advancements in operational efficiency could positively affect profitability margins, thereby enhancing shareholder value. This is particularly relevant in a climate where financial service firms are compelled to innovate to maintain relevance.
However, investors should remain cognizant of the inherent risks in such transformative strategies. While SEI’s management has expressed confidence in the anticipated benefits of automation, these forward-looking statements come with uncertainties that could affect actual outcomes. Therefore, risk factors detailed in SEI's Annual Report warrant consideration.
As SEI embarks on this journey, it could be prudent for investors to evaluate their exposure to SEIC. The potential ramifications of a successful execution of this initiative may yield significant upside opportunities for stakeholders, particularly if SEI can capitalize on enhanced client experiences and operational efficiencies. Overall, SEI's strategic pivot towards AI and sustainability is worth monitoring as it unfolds.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
PR Newswire
Collaboration Supports Enterprise Efficiency, Scalability, and Sustainable Growth
OAKS, Pa., March 9, 2026 /PRNewswire/ -- SEI®(NASDAQ: SEIC) today announced it has joined forces with 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.
Commenting on the collaboration, Sean Denham, SEI's Chief Financial and Chief Operating Officer, said:
"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, added:
"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."
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.
About SEI®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Dec. 31, 2025, SEI manages, advises, or administers approximately $1.9 trillion in assets. For more information, visit seic.com.
Forward-looking statements
This communication contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. In some cases, you can identify forward- looking statements by terminology, such as "may," "will," "expect," "believe," "remain" and "continue" or "appear." SEI's forward-looking statements include its current expectations as to:
- the benefits that SEI and its clients may derive from system automation and process redesign;
- the elevation of SEI's service quality based on the implementation of automation;
- SEI's ability to improve decision making and the position of the company because of the IBM relationship; and
- the benefits that SEI may derive from IBM's relationship and capabilities.
You should not place undue reliance on any forward-looking statements, as they are based on the current beliefs and expectations of management and subject to significant risks and uncertainties, many of which are beyond management's control or are subject to change. Although management believes the assumptions upon which the forward-looking statements are based are reasonable, they could be inaccurate. Some of the risks and important factors that could cause actual results to differ from those described in SEI's forward-looking statements can be found in the "Risk Factors" section of SEI's Annual Report on Form 10-K for the year ended Dec. 31, 2025, filed with the Securities and Exchange Commission.
Company Contact: | Media Contact: |
Alicia Rudd | Eric Hazard |
SEI | Vested |
+1 610-676-3887 | +1 917-765-8720 |
arudd@seic.com | eric@fullyvested.com |
SOURCE SEI Investments Company
FAQ**
How does the collaboration between SEI Investments Company SEIC and IBM aim to enhance operational efficiency and scalability within SEI's current workflows and systems?
What specific metrics or benchmarks will SEI Investments Company SEIC use to measure the success of the automation and process redesign initiatives implemented with IBM Consulting?
In what ways does SEI Investments Company SEIC anticipate that agentic AI and automation will improve client interactions and service quality as part of its enterprise transformation?
What long-term growth strategies are being considered by SEI Investments Company SEIC as they work with IBM to build a data-enabled operating foundation?
**MWN-AI FAQ is based on asking OpenAI questions about SEI Investments Company (NASDAQ: SEIC).
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