UMB Personal Wealth Administration Reside on SEI Wealth Platform


Participation and connection on the core of organizational change and future growth

Oaks, Penn., 21 March 2022 /PRNewswire/ — SEI (NASDAQ: SEIC) at the moment introduced that UMB Personal Wealth Administration (UMB) is dwell on the SEI Wealth Platform.SM (SWP) gives UMB’s clients and workers with a contemporary wealth administration expertise by a completely built-in, single-infrastructure expertise resolution.

UMB selected SWP for managing its back-office operations and for its full suite of front-office providers together with client-facing instruments, proposal creation, portfolio administration, shopper portal and reporting, and cell functions. To facilitate seamless implementation, SEI additionally guided UMB by its proprietary Organizational Change Administration programme. All through the method, UMB and SEI partnered and executed in distant environments regardless of the challenges offered by the pandemic.

Albert ChiaradonnaSEI Wealth Platform, Head of North America Personal Banking at SEI mentioned:

“Amidst growing shopper stress for a digital, on-demand cash administration expertise and a altering expertise panorama, folks stand on the coronary heart of enterprise transformation. Working collectively to unravel issues, handle change, and make assured choices Helps place wealth administration organizations for the longer term. Progress. We’re excited to help UMB’s transformation and proceed to help the connections that assist them construct a courageous future for his or her workers, clients and communities. assist.”

Nikki NewtonThe President of Personal Wealth Administration at UMB mentioned:

“SEI understands the significance of specializing in the folks facet of change, and we’re excited to accomplice with them on their enterprise transformation journey. From organizational design help to communication planning to post-implementation help, SEI has been engaged on each The step has been with us alongside the best way. The SEI Wealth Platform gives us with a strong expertise infrastructure that can assist us develop our enterprise and supply our shoppers and workers with a wealth administration expertise in a quickly altering world.”

This information was beforehand introduced on SEI’s fourth quarter 2021 earnings name.

About SEI Wealth PlatformSM
SEI Wealth Platform is an outsourcing resolution for Wealth Managers, which incorporates Wealth Processing Providers and Wealth Administration Packages, mixed with Enterprise Course of Experience. With the platform, SEI gives wealth administration organizations with the mandatory infrastructure, operational and administrative help to capitalize on their strategic targets in an ever-changing market. The SEI Wealth platform helps buying and selling and transactions on 129 inventory exchanges in 42 nations and 43 currencies, by the usage of straight-through processing and a single working infrastructure setting. For extra data go to: seic.com/wealthplatform.

SEI. about
SEI (NASDAQ:SEIC) gives expertise and funding options that join the monetary providers trade. With capabilities in funding processing, operations and asset administration, SEI helps firms, monetary establishments and professionals, and ultra-high-net-worth households with options to issues, handle change, and defend property – for growth at the moment and sooner or later. In type of December 31, 2021SEI manages, advises or administers approx. $1.3 trillion within the property. For extra data go to seic.com.

About UMB:
UMB Monetary Company (Nasdaq: UMBF) is a monetary providers firm headquartered in . is in Kansas Metropolis, Missouri, UMB gives industrial banking, which incorporates complete deposit, lending and funding providers, private banking, which incorporates wealth administration and monetary planning providers, and institutional banking, which incorporates asset providers, company belief options, funding banking and healthcare. Branches function in UMB Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska, Arizona And Texas, For extra data, go to UMB.com, the UMB Weblog, UMB Fb and UMB LinkedIn, or observe us on Twitter at @UMBBank.

Firm Contact:

media Contact:

natalen spero

Christina Pereira Tully

SEI

Implied

+1 610-676-4556

(917) 765-8720 x1029

[email protected]

[email protected]

Supply SEI Funding Firm



Supply hyperlink