SEI B2B Case Studies & Customer Successes

Technology and Investment Solutions | SEI We deliver technology and investment solutions that connect the financial services industry. We’re 4,000 employee entrepreneurs on a mission to build brave futures℠ through the power of connection. #BuildingBra...

Case Studies

Showing 16 SEI Customer Success Stories

a $6B privately held global industrial services company unifies ERP strategy and improves financial visibility with SEI

$6B Privately Held Global Industrial Services Company

a client achieves better efficiency, compliance, and cost savings with SEI's centralized SharePoint training document library

Client

Connor Broadley strengthens its wealth management platform with SEI Wealth Platform

Connor Broadley

A financial services organization builds an enterprise AI roadmap with SEI

Financial Services Organization

a Founding Healthcare AI Nonprofit achieves sustainable launch and funding with SEI business planning

Founding Healthcare AI Nonprofit

a global pharmaceutical company streamlines regulatory submissions with SEI's generative AI solution

Global Pharmaceutical Company

a global quick-service restaurant organization achieves secure, enterprise-wide AI adoption with SEI

Global Quick-service Restaurant Organization

a large healthcare payer recovers from a ransomware attack with SEI

Large Healthcare Payer

a national quick-service restaurant chain improves AI readiness and workforce efficiency with SEI

Large Quick-Service Restaurant Chain

a leading healthcare organization achieves real-time QA insights and faster feedback with SEI's AI-powered call analytics

Leading Healthcare Organization

a major medical research and treatment center achieves faster financial assistance processing with SEI

Major Medical Research and Treatment Center

Major University achieves a 10% reduction in spending with SEI's campus finance and administration optimization

Major University

a major university achieves stronger compliance and over $1 million in savings with SEI

Major University

National Media and Communications Company improves diversity insights and promotion readiness with SEI data visualization

National Media and Communications Company

a pharma organization reduces data quality incidents with SEI

Pharma Organization

QSR achieves rapid AI innovation with SEI's Generative AI Center of Excellence

QSR

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