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UMB Private Wealth Management Live on the SEI Wealth Platform

UMB Private Wealth Management Live on the SEI Wealth Platform
Partnership and Connection at the Core of Organizational Transformation and Future Growth

SEI announced that UMB Private Wealth Management (UMB) is live on the SEI Wealth Platform (SWP), providing UMB’s clients and employees a modernized wealth management experience through a fully integrated, single-infrastructure technology solution.

UMB selected SWP to manage their back-office operations and for its full suite of front-office services, including client-facing tools, proposal generation, portfolio management, client portal and reporting, and mobile application. To facilitate the seamless implementation, SEI also guided UMB through its proprietary Organizational Change Management program. Throughout the process, UMB and SEI partnered and executed in a remote environment despite the challenges presented by the pandemic.

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Albert Chiaradonna, Head of the SEI Wealth Platform, North America Private Banking at SEI, said:

“Amid evolving consumer pressure for a digital, on-demand wealth management experience and a shifting talent landscape, people stand at the center of business transformation. Working together to solve problems, manage change, and make confident decisions helps position wealth management organizations for future growth. We’re excited to support UMB’s transformation and continue supporting the connections that help them build brave futures for their employees, clients, and communities.”

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Nikki Newton, President of Private Wealth Management at UMB, said:

“SEI understands the importance of focusing on the people side of change, and we’re excited to partner with them on our business transformation journey. From organizational design support to communications planning to post-implementation support, SEI has been with us every step of the way. The SEI Wealth Platform provides us a powerful technology infrastructure that will help us grow our business and deliver the wealth management experience our clients and employees expect in a rapidly changing world.”

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