Using Technology to Elevate Client Engagement and Experience | 2023 FOX Technology Showcase

Meeting client needs has always been core to family offices and financial institutions serving ultra-high-net-worth families. But what if you could augment your operations to better serve your end-clients? Join SEI for an open dialogue that focuses on how leveraging technology, human connection, and scalable processes can help enhance the client experience and increase engagement with end-clients.

Alex Chadwick, VP of Sales Engineering, SEI Novus
Eric Sampson, Archway Platform℠ Training Expert, SEI Family Office Services
Robert Wrzesniewski, Head of Global Solutions, SEI Private Banking and Wealth Management
Chelsea Francis, Head of Strategy, SEI Family Office Services
Kent Lawson, Chief Technology Officer, FOX