24 August 2017
Find out more

Centier Bank goes live with SEI's wealth management platform

24 January 2013  |  1707 views  |  0 Source: SEI

SEI ( NASDAQ : SEIC ) today announced that Centier Bank has become its first U.S. bank client to go live on the company's fully integrated wealth management solution, Global Wealth Platform (GWP).

GWP provides wealth management firms with an end-to-end solution supporting all stages of a wealth manager's client relationships and all levels of an organization's processing, investment management, and end-client needs.

Through GWP, SEI will provide Centier Bank with investment and back-office core processing services, as well as outsourced management services and client services solutions. In addition, Centier Bank will benefit from the platform's comprehensive wealth management integration through all business lines such as private client, institutional, and custody businesses. GWP will also allow Centier Bank to utilize a models-based investment strategy.

Centier Bank, a financial services provider based in Northern Indiana, offers a full range of banking services to personal, business, and corporate customers. An SEI client for 15 years, Centier Bank has approximately 700 accounts and over $400 million in assets.

"We couldn't be more excited for Centier Bank to officially launch on our Global Wealth Platform," said Joseph P. Ujobai, Executive Vice President of SEI. "GWP is designed to help organizations reorient their businesses towards providing future value and long-term enterprise success. We look forward to supporting Centier as it focuses on deepening client relationships and continuing its business growth."

"After learning about SEI's Global Wealth Platform, it quickly became clear that converting to GWP offered us a great opportunity to reevaluate and grow our business," said Robert Scott, Senior Vice President of Wealth Management at Centier Bank. "The capabilities within GWP are unlike anything we've seen. The high level of customization, configuration, and approval functions embedded in the platform will unify and streamline our systems and processes. This will make activity management more accessible to our wealth managers and our end-clients, a true differentiator in our industry."

Comments: (0)

Comment on this story (membership required)

Related company news

 

Related blogs

Create a blog about this story (membership required)
visit www.worldpaymentsreport.comdownload the paper nowvisit www.vasco.com

Top topics

Most viewed Most shared
Rabobank constructs physical model to understand IT architectureRabobank constructs physical model to unde...
20819 views comments | 43 tweets | 86 linkedin
Barclays pairs banking data with third party apps for SmartBusiness DashboardBarclays pairs banking data with third par...
12020 views comments | 22 tweets | 35 linkedin
Australia regulates digital currenciesAustralia regulates digital currencies
11333 views comments | 21 tweets | 35 linkedin
RBS to bring Silicon Valley to EdinburghRBS to bring Silicon Valley to Edinburgh
11161 views comments | 10 tweets | 8 linkedin
hands typing furiouslyWhy Is Risk Analytics Important?
10853 views 0 | 7 tweets | 1 linkedin

Featured job

Competitive
London, UK (or flexible)

Find your next job