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SEIC-News
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SEI Appoints Kristie Edling-Day as Chief Information Officer
SEI appointed Kristie Edling-Day as Chief Information Officer. Most recently, she served as EVP and CIO for Advisor Technology and Enterprise Production Operations at LPL Financial. Prior to LPL, Edling-Day spent 17 years at Vanguard, serving in several senior leadership positions, including CIO of Intermediary Technology and Chief Product and Information Officer for Financial Advisor Services.
SEI Announces Strategic Partnership with Zocks
SEI announced a strategic partnership with Zocks, an AI assistant built specifically for financial advisors, expanding its advisor services ecosystem of partners with a resource intended to help firms reduce administrative burdens, strengthen client engagement, and scale more efficiently. Zocks helps automate meeting preparation, meeting notes, client follow-up, CRM and planning updates, client onboarding, forms, and client intelligence workflows. The platform is designed to help advisors spend less time on administrative work and more time delivering personalized service and advice to clients. As part of the relationship, SEI and Zocks plan to collaborate on advisor education, thought leadership, webinars, adoption resources, and practice management programming to help firms identify high-value use cases and build confidence in AI-enabled workflows.
SEI Appoints Sneha Shah as New CEO
SEI appointed Sneha Shah…
SEI and Carlyle Enhance Partnership to Expand Private Market Access
SEI (SEIC) and global investment firm Carlyle (CG), announced an enhanced partnership, designed to expand access to institutional-quality private market capabilities across wealth and retirement channels, including through the development of new collaborative solutions. As demand for private markets continues to grow, investors and their advisors are seeking more streamlined and efficient ways to access a broader range of private market strategies within their portfolios. The strategic partnership builds on a multi-year relationship between Carlyle and SEI and brings together Carlyle's global private markets expertise, deep investment experience, and client-focused approach with SEI's capabilities across research, implementation, and client delivery. Together, the firms will aim to support the development of private market solutions for wealth and retirement investors including the design of model portfolios. The enhanced relationship will also include collaboration on private market strategies for the defined contribution market, reflecting SEI's leading position in the retirement services space.
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