Oaks-Based SEI Partners With IBM to Expand AI Across Its Operations

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Oaks-Based SEI Partners With IBM to Expand AI Across Its Operations

By Michael-Paul Kidd
Publication Date: 2026-03-14 09:15:00

SEI Headquarters in Oaks.Oaks-Based SEI Partners With IBM to Expand AI Across Its Operations

Image via SEI, Facebook.

Oaks-based SEI partners with IBM to expand AI and automation across its operations to boost efficiency and improve client service.

Artificial intelligence is quickly reshaping how businesses operate, and a Montgomery County financial services company is investing in the technology to modernize its operations.

Oaks-based SEI announced a new collaboration with IBM. The venture will expand the use of artificial intelligence and automation throughout the company. It will streamline internal workflows, improve efficiency and enhance the experience for SEI’s clients.

Through the partnership, IBM Consulting will conduct a comprehensive review of SEI’s existing systems and business processes. The goal is to identify opportunities where automation and “agentic AI” can help…

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