SEI
16 Case Studies
Case Study: Connor Broadley strengthens its wealth management platform with SEI Wealth Platform
A SEI Case Study
Connor Broadley goes live in 7 months with SEI
The UK wealth management firm Connor Broadley sought a new technology platform to provide long-term scalability and a competitive advantage. They selected SEI to implement the SEI Wealth Platform.
Through a collaborative partnership, SEI provided comprehensive project management and worked closely with Connor Broadley to ensure a successful remote implementation, completed on time and on budget. The results included improved internal access to client data and reporting, significant digitization of client communications, and a streamlined operational workflow. Alex Twiss of Connor Broadley stated that the decision to partner with SEI would give the firm a significant advantage over its peers for the next decade.
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