SEI Engages IBM to Accelerate Enterprise Transformation Through Agentic AI

2026-03-09 · Source: IBM - Announcements (Artificial intelligence) · Field: Finance & Economics — FinTech & Digital Financial Services, AI in Financial Services · Depth: Fundamental Awareness, short

Summary

SEI (NASDAQ: SEIC) announced on March 9, 2026, a collaboration with IBM (NYSE: IBM) to accelerate enterprise transformation using agentic AI and automation. This initiative aims to modernize SEI's operations, enhance client value, and support sustainable growth. Working with IBM Consulting, SEI will conduct a data-driven review of its operational systems and workflows to advance automation and process redesign. The goal is to improve productivity, streamline client interactions, automate routine tasks, and ensure consistent outcomes. SEI plans to build a modern, data-enabled operating foundation, leveraging IBM's Enterprise Advantage platform to embed agentic AI into daily operations, strengthen decision-making, and enhance both employee and client experiences.

Key takeaway

For VPs of Engineering or Data Directors evaluating operational modernization, this collaboration highlights a strategic path. You should consider a comprehensive, data-driven review of your existing workflows to identify specific opportunities for agentic AI and automation. Prioritize initiatives that streamline client interactions and automate repetitive tasks to free up teams for higher-value, relationship-driven activities, ultimately enhancing service quality and supporting long-term growth.

Key insights

Agentic AI and automation can drive enterprise transformation, operational efficiency, and enhanced client experiences.

Principles

• Invest in operations as critically as in delivery.
• Automation frees teams for higher-value work.
• Data-driven approaches scale AI confidently.

Method

Conduct a comprehensive, data-driven review of current operational systems and workflows to identify opportunities for embedding agentic AI and automation, supported by a strategic platform.

In practice

• Streamline everyday client interactions.
• Automate routine tasks for efficiency.
• Improve decision-making with data-centric insights.

Topics

• Agentic AI
• Enterprise Automation
• Digital Transformation
• Financial Technology
• Process Redesign

Best for: VP of Engineering/Data, Director of AI/ML, CTO, Executive, Consultant

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Editorial summary, takeaway, and curation by AIssential. Original article published by IBM - Announcements (Artificial intelligence).