As digital transformation and operational efficiency are driving banks and other financial services firms to reassess their technology stacks, SEI continues to experience market momentum in helping wealth management organizations plan and execute business strategies for evolution and growth. For the nine months ended Sept. 30, 2025, SEI's global Private Banking business completed 13 client implementation projects and re-contracted 12 clients on the SEI Wealth Platform^SM (SWP). Additionally, SEI signed 21 new professional services engagements and launched 14 projects across 13 unique firms during the same time period.

A McKinsey study revealed that 70% of digital transformation initiatives fail to meet their intended goals, often due to poor planning, a lack of leadership alignment, or inadequate change management.² SEI's Project Management Office (PMO) and Professional Services teams' specialized expertise in digital transformation through technology, operations, and change management—along with a deep understanding of each client's business and goals—provides a rigorous, tailored approach to implementations and enhanced onboarding efficiency.

Dedicated to managing the transformation process for clients, the PMO team launched more than 80 enterprise-scale digital transformation projects globally since 2020, including new client implementations onto the SEI Wealth Platform℠ (SWP), legacy and competitor platform conversions, and expanded account onboarding projects resulting from mergers and acquisitions across banking and wealth management clients. Of the 13 completed implementations in 2025, multiple implementations (a total of seven) occurred concurrently over two separate weekends between May and September. Among the 2025 implementation roster for the first three quarters of the year were: