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Personalization is no longer the exception when it comes to investors’ financial goals—it’s imperative. Investment flexibility is critical to addressing an investor’s unique needs, but the drive for personalization can often lead to a plethora of products and solutions. It’s equally critical for asset managers to understand how to balance a tailored investment experience without overwhelming investors with too many choices. In this episode of Frontier of Finance, Kevin Crowe, Head of Products and Solutions at SEI, shares his insights on how wealth and asset management professionals can use technology to curate a personalized—and better—client experience.

DISCLAIMER:



Important Information

Custody services provided by SEI Private Trust Company (SPTC), a federally chartered limited purpose savings association and wholly owned subsidiary of SEI Investments Company (SEI). Platform services provided by SEI Global Services, Inc., a wholly owned subsidiary of SEI.

SEI has business relationships with approximately 7,400 financial advisors as of December 31, 2022. The Investment Management Unit (a team within SEI Investments Management Corporation, a wholly owned subsidiary of SEI) has more than 125 professionals as of June 30, 2023.

Investing involves risk including possible loss of principal. There is no guarantee objectives will be achieved nor that risk can be managed successfully. Alternative investments are subject to a complete loss of capital and are only appropriate for parties who can bear that risk and the illiquid nature of such investments.

SEI client experiences are their own and may not reflect the experiences of other clients utilizing SEI solutions. 

This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice and is intended for educational purposes only. 

Information in the US is provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI. SEI Investments Canada Company is a wholly owned subsidiary of SEI. 

This material is not directed to any persons where (by reason of that person's nationality, residence or otherwise) the publication or availability of this material is prohibited. Persons in respect of whom such prohibitions apply must not rely on this information in any respect whatsoever.

The attached article contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission regarding SEI's strategic focus regarding geographic expansion and potential investments. You should not place undue reliance on these forward-looking statements, as they are based on the current beliefs, assumptions and expectations of our management, which are subject to significant risk and may change. Some of the risks and important factors that could cause actual results to differ from those described in our forward-looking statements can be found in the "Risk Factors" section of our Annual Report on Form 10-K for the year ended December 31, 2022, filed with the Securities and Exchange Commission. We do not undertake to update any of our forward-looking statements.

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