SEI Expands Advisor Services with Three Strategic Partnerships
SEI (NASDAQ:SEIC) announced the expansion of its strategic partnerships by adding Nifty, Jump, and TIFIN Wealth to enhance its advisor services platform. These new partnerships aim to provide advisors with discounted access to essential business tools and services, including:
- Jump's AI Meeting Assistant for reducing administrative time and enhancing client meetings
- Nifty Advisor Support for digital marketing, client servicing, and financial planning solutions
- TIFIN Wealth's personalized investment proposal platform with risk alignment and goals-based planning
The expansion is designed to help advisors reduce costs, save time, increase operational efficiency, and focus more on client relationships. SEI recently made a strategic investment in TIFIN in February 2024, demonstrating its commitment to strengthening its wealth management ecosystem.
SEI (NASDAQ:SEIC) ha annunciato l'espansione delle sue partnership strategiche aggiungendo Nifty, Jump e TIFIN Wealth per potenziare la sua piattaforma di servizi per consulenti. Queste nuove collaborazioni mirano a fornire ai consulenti accesso scontato a strumenti e servizi aziendali essenziali, tra cui:
- Jump's AI Meeting Assistant per ridurre il tempo amministrativo e migliorare gli incontri con i clienti
- Nifty Advisor Support per soluzioni di marketing digitale, servizio clienti e pianificazione finanziaria
- TIFIN Wealth's piattaforma personalizzata di proposte di investimento con allineamento al rischio e pianificazione basata sugli obiettivi
L'espansione è progettata per aiutare i consulenti a ridurre i costi, risparmiare tempo, aumentare l'efficienza operativa e concentrarsi maggiormente sulle relazioni con i clienti. SEI ha recentemente effettuato un investimento strategico in TIFIN a febbraio 2024, dimostrando il suo impegno nel rafforzare il proprio ecosistema di gestione patrimoniale.
SEI (NASDAQ:SEIC) anunció la expansión de sus asociaciones estratégicas al agregar Nifty, Jump y TIFIN Wealth para mejorar su plataforma de servicios para asesores. Estas nuevas asociaciones tienen como objetivo proporcionar a los asesores acceso con descuento a herramientas y servicios comerciales esenciales, incluyendo:
- Jump's AI Meeting Assistant para reducir el tiempo administrativo y mejorar las reuniones con los clientes
- Nifty Advisor Support para soluciones de marketing digital, atención al cliente y planificación financiera
- TIFIN Wealth's plataforma de propuestas de inversión personalizadas con alineación de riesgos y planificación basada en objetivos
La expansión está diseñada para ayudar a los asesores a reducir costos, ahorrar tiempo, aumentar la eficiencia operativa y centrarse más en las relaciones con los clientes. SEI realizó recientemente una inversión estratégica en TIFIN en febrero de 2024, demostrando su compromiso de fortalecer su ecosistema de gestión patrimonial.
SEI (NASDAQ:SEIC)는 Nifty, Jump, 및 TIFIN Wealth를 추가하여 자문 서비스 플랫폼을 강화하기 위해 전략적 파트너십을 확장한다고 발표했습니다. 이러한 새로운 파트너십은 자문에게 필수 비즈니스 도구 및 서비스에 대한 할인된 접근을 제공하는 것을 목표로 합니다. 포함된 내용은 다음과 같습니다:
- Jump의 AI 회의 어시스턴트는 행정 시간을 줄이고 고객 회의를 향상시키기 위해
- Nifty Advisor Support는 디지털 마케팅, 고객 서비스 및 재무 계획 솔루션을 제공합니다.
- TIFIN Wealth의 개인화된 투자 제안 플랫폼은 위험 정렬 및 목표 기반 계획을 지원합니다.
이번 확장은 자문이 비용을 줄이고 시간을 절약하며 운영 효율성을 높이고 고객 관계에 더 집중할 수 있도록 도와줍니다. SEI는 2024년 2월 TIFIN에 전략적으로 투자하여 자산 관리 생태계를 강화하려는 의지를 보여주었습니다.
SEI (NASDAQ:SEIC) a annoncé l'expansion de ses partenariats stratégiques en ajoutant Nifty, Jump et TIFIN Wealth afin d'améliorer sa plateforme de services pour les conseillers. Ces nouveaux partenariats visent à fournir aux conseillers un accès à prix réduit aux outils et services commerciaux essentiels, notamment :
- Jump's AI Meeting Assistant pour réduire le temps administratif et améliorer les réunions avec les clients
- Nifty Advisor Support pour des solutions de marketing numérique, de service client et de planification financière
- TIFIN Wealth's plateforme personnalisée de propositions d'investissement avec alignement de risque et planification basée sur les objectifs
Cette expansion est conçue pour aider les conseillers à réduire les coûts, à gagner du temps, à augmenter l'efficacité opérationnelle et à se concentrer davantage sur les relations avec les clients. SEI a récemment réalisé un investissement stratégique dans TIFIN en février 2024, démontrant son engagement à renforcer son écosystème de gestion de patrimoine.
SEI (NASDAQ:SEIC) hat die Erweiterung seiner strategischen Partnerschaften angekündigt und Nifty, Jump und TIFIN Wealth hinzugefügt, um seine Beratungsdienstleistungsplattform zu verbessern. Diese neuen Partnerschaften zielen darauf ab, Beratern vergünstigten Zugang zu wesentlichen Geschäftsinstrumenten und -diensten zu bieten, einschließlich:
- Jumps AI Meeting Assistant, um Verwaltungszeit zu reduzieren und Kundengespräche zu verbessern
- Nifty Advisor Support, der Lösungen für digitales Marketing, Kundenservice und Finanzplanung bietet
- TIFIN Wealths personalisierte Investitionsvorschlagsplattform mit Risikoausrichtung und zielbasierter Planung
Die Erweiterung soll Beratern helfen, Kosten zu senken, Zeit zu sparen, die betriebliche Effizienz zu erhöhen und sich mehr auf Kundenbeziehungen zu konzentrieren. SEI hat kürzlich im Februar 2024 strategisch in TIFIN investiert, um sein Engagement für die Stärkung seines Vermögensverwaltungsecosystems zu demonstrieren.
- Strategic expansion of service offerings through three new partnerships
- Cost reduction benefits for advisor clients through discounted access to services
- Strategic investment in TIFIN demonstrates commitment to platform growth
- None.
Insights
The strategic partnership expansion represents a calculated move by SEI to address critical pain points in the wealth management industry while strengthening its market position. The focus on operational efficiency through AI-powered solutions and digital marketing tools directly targets the industry-wide challenge of advisor productivity, where research shows that advisors typically spend only 45% of their time on client-facing activities.
These partnerships are particularly noteworthy as they align with three key industry trends: 1) The increasing demand for AI-powered automation in wealth management, 2) The growing need for scalable marketing solutions among RIAs and 3) The shift towards personalized, goals-based investment planning.
The strategic investment in TIFIN, coupled with these partnerships, suggests a deeper transformation of SEI's business model. By offering discounted access to these services, SEI is creating a sticky ecosystem that could:
- Increase platform retention rates among existing clients
- Attract new advisors to their platform
- Generate additional revenue through partnership revenue-sharing arrangements
The integration of Jump's AI Meeting Assistant and Nifty's digital marketing solutions could significantly enhance SEI's value proposition, potentially leading to higher advisor satisfaction and improved client retention rates. This move positions SEI as a more comprehensive solution provider in the wealth management technology space, directly competing with platforms like Envestnet and Orion.
Access to More Service Providers Helps Advisors Reduce Costs, Save Time, and Increase Efficiencies
Available to clients at a discounted rate, SEI's advisor services help reduce costs, save time, focus on client relationships, and increase efficiencies. The new strategic partnerships and services include:
- Jump: Allows advisor teams to cut meeting administrative time, while elevating the client and advisor experience by putting notes and tasks on AI autopilot. Their AI Meeting Assistant seamlessly integrates with many key advisor technology tools and is designed to be easy, customizable, and secure.
- Nifty Advisor Support: Provides registered investment advisors (RIAs) with tailored digital marketing, client servicing, and financial planning solutions. Nifty's flexible services—available on both ongoing and project-based models—enable RIAs to streamline operations, help with compliance, and focus on delivering exceptional client experiences, while helping businesses scale efficiently and reduce decision fatigue and administrative burdens.
- TIFIN* Wealth: Delivers a personalized investment proposal generation platform that uses advanced risk alignment as its foundation and can enhance an advisor's client view through a simple goals-based planning and financial personality assessment.
Shauna Mace, Head of Advisor Services and Practice Management for SEI, said:
"We are deeply committed to listening to our clients and evolving our comprehensive solutions to meet their needs. Whether that's through product design, technology enhancements, or expanding our network of service providers, our client-centric model helps advisors grow, scale, and adapt in a constantly evolving wealth management landscape.
"By managing valuable providers and offering access to discounted pricing, we continue to help advisors more intelligently deploy their capital so they can more effectively serve their clients."
*In February 2024, SEI announced a strategic investment in TIFIN.
About SEI®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Dec. 31, 2024, SEI manages, advises, or administers approximately
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SOURCE SEI Investments Company
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