SEI INVESTMENTS COMPANY

seic.com · United States of America

SEI Investments Company is a global provider of investment processing, investment management, and investment operations solutions for institutional investors, financial advisors, and ultra-high-net-worth families. The company offers technology platforms, outsourced operations, and asset management services that support wealth management, retirement, and institutional investment programs. SEI generates revenue primarily through asset-based fees, technology and processing fees, and related advisory and administration services.

  • Wealth & Investment Software
  • IT Consulting & Implementation
Revenue
$2.1B
Employees
5,000
Founded
1968
Headquarters
United States of America

What 17 Arbolus experts think of SEI INVESTMENTS COMPANY

The NPS distribution is skewed strongly positive: 89% of scores are 8 or higher, half are 9 or 10. All customers with disclosed renewal intent intend to renew, especially among high spenders and long-term adopters. 70% are in the 'MoreThan1Year' implementation stage, supporting high stickiness. Key themes include reliable system performance, strong support, and deep financial sector alignment.Overall Customer Sentiment: Positive

Who reviewed SEI INVESTMENTS COMPANY

Total customers 17 16 current · 1 former
Reviews growth +16 in six months
Seniority of respondents
  • C-Suite 82% (14)
  • Director 18% (3)
Operations Generalist C-Suite NPS 10 Will renew
Finance Executive C-Suite NPS 10 Will renew
Legal Leader Director NPS 8

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Sentiment

47 Net Promoter Score, from 17 scored reviews
  • Promoters 10
  • Passives 5
  • Detractors 2

Cumulative NPS by month

-2 over 6 months
  • Feb 10
  • Mar 8
  • Apr 8
  • May 8
  • Jun 8
  • Jul 8

Net Promoter Score across 1 reviews, accumulated up to each month. Category median 47 across 1 companies.

Written answers and themes publish with the full report.

Renewal intent

Plan to renew 88%
  • Will renew 7
  • Undecided 1
  • Not renewing 0

Plan to renew, by seniority

  • C-Suite 88% 8 answers
  • 9.4/10 Average score from customers who will renew
  • 7/10 Average score from undecided customers

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