Enterprise iQ Success in the business of providing financial advice is driven by access to key information. Quickly. Intuitively. Enterprise iQ puts you in the seat of command so you can make better decisions for clients and advisors.
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SEI has joined forces with IBM to accelerate enterprise transformation through agentic AI and automation and modernize how it operates, innovates, and delivers value to clients—reinforcing the company’s commitment to sustainable growth.
Within 30 days, a problem arises when an advisor asks, “What’s the Miller household’s total AUM?” The AI assistant surfaces three different numbers depending on whether it queries the CRM, the portfolio system or the reporting tool.