SEI Investments Company and IBM Consulting have announced a partnership aimed at accelerating enterprise transformation through agentic AI and automation.
The collaboration will conduct a data‑driven review of SEI’s operational systems and workflows, targeting automation, process redesign, and modernization across the enterprise. The goal is to streamline routine interactions, expand automation of repetitive tasks, and deliver consistent outcomes that add long‑term value.
SEI’s recent Q4 2025 results showed a 9% revenue increase and a 16% rise in earnings per share, with an operating margin of 27%. The company manages approximately $1.9 trillion in assets under management as of December 31 2025. The partnership is intended to build a data‑enabled operating foundation that supports long‑term growth and strengthens SEI’s position as a technology‑centric asset‑servicing platform.
"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." – Sean Denham, Chief Financial and Operating Officer
"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. We have solved many of these challenges inside IBM by using AI to transform our own operations and deliver measurable results, giving us a proven playbook to help clients succeed. Enterprise Advantage brings this framework to clients by combining human expertise with digital workers and ready‑to‑use AI assets so they can scale AI with confidence and achieve meaningful impact." – Glenn Finch, Head of U.S. Financial Services at IBM Consulting
The partnership signals SEI’s commitment to embedding advanced AI capabilities into core operations, a move that aligns with industry trends toward automation and data‑driven service delivery. By leveraging IBM’s Enterprise Advantage platform, SEI expects to accelerate process efficiencies, reduce manual workload, and enhance client experience, positioning the firm for sustained growth in a competitive asset‑servicing market.
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