SEI Investments
1 Freedom Valley Drive,
Oaks, 19456, PA,
United States
Oaks, 19456, PA,
United States
1 610-676-1000
Banking and Financial Services
SEI Investments Technographics
SEI Investments Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SEI Investments and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5061 SEI Investments employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that SEI Investments has purchased the following applications: Oracle E-Business Suite for ERP Financial in 2016, Phenom Talent CRM for Candidate Relationship Management in 2017, Adobe WorkFront for Business Process Management in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems SEI Investments is running and its propensity to invest more and deepen its relationship with Oracle , Phenom , Workday or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing SEI Investments revenues, which have grown to $1.92 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for SEI Investments intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
SEI Investments Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle E-Business Suite | ERP Financial | ERP Financial Management | n/a | 2016 | 2017 |
In 2016, SEI Investments implemented Oracle E-Business Suite in an Oracle Release 12.1.3 environment as its ERP Financial platform for the SGP Operating Unit based in New York, NY. The engagement centered on the Procure to Pay and broader finance track, with the project role described as Procure to Pay Financials Functional Analyst covering PO, i-Procurement, AR, AP, FA, AME, Cash Management, AGIS, SLA, e-Business Tax, i-Expense and GL. SEI Investments, Oracle E-Business Suite, and ERP Financial are linked to finance and procurement functional ownership in this implementation narrative.
The implementation included detailed module configuration and business rule design. Workstreams show configuration of i-Procurement stores and catalog management, establishment of approval hierarchies in PO, definition of ASL and sourcing rules in PO, and full setup of AME including rules, attributes, conditions, notifications and parallel approval processes. Financial modules were configured across accounts receivable, accounts payable, fixed assets, cash management, general ledger, SLA and e-Business Tax to support record level posting, tax treatment and subledger accounting flows. Conversion programs were scoped and developed for invoices, receipts, journals and customer address data to populate the Oracle E-Business Suite application data model.
Documentation and testing artifacts were produced as part of the implementation lifecycle. Business analysis deliverables included GAP analysis, Business Requirement Documents BRD, Functional Specification Documents FSD, Technical Specification Documents TSD, and configuration templates such as MD050, BR100, TE020 and TE030. Functional specifications and technical specifications were written for customizations and data conversions, and integration and system test cases were prepared and executed. The project performed unit testing reviews, integration testing, and supported user acceptance testing and end-user training for finance and procure to pay teams.
Operational governance and rollout responsibilities were defined along the finance track. The role included gathering and validating user requirements, reviewing functional specifications and change requests with stakeholders, communicating requirements to the technical team, preparing design documentation, and managing resource allocation. Daily status updates were exchanged with offshore teams and the client, and the implementation supported new R12 features for the Procure to Pay track while coordinating system configuration, customization reviews, and unit test plan validation.
The work emphasized functional configuration, customization specifications and data migration to operationalize Oracle E-Business Suite within SEI Investments finance operations. Integration scope focused on data conversion programs and functional integration across subledger and ledger modules to enable end to end procure to pay and financial accounting processes under the ERP Financial deployment.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Phenom | Legacy | Phenom Talent CRM | Candidate Relationship Management | HCM | n/a | 2017 | 2017 |
In 2017, SEI Investments implemented Phenom Talent CRM to establish an enterprise Candidate Relationship Management capability supporting its corporate recruiting function. The deployment positioned Phenom Talent CRM as the primary system for candidate engagement on SEI's careers site, with Phenom People components used to surface on-site candidate capture and personalization.
Configuration work emphasized canonical candidate profiles, talent pooling and engagement automation, using Phenom Talent CRM to orchestrate outreach campaigns, nurture sequences and pipeline segmentation. The implementation leveraged recruitment marketing and candidate experience features common to Candidate Relationship Management systems to standardize pipeline building and career site interactions.
Operational coverage focused on Talent Acquisition and corporate recruiting teams, with governance put in place to centralize candidate records, standardize outreach workflows and define recruiter access controls. The integration with SEI's careers site enabled direct profile enrichment and on-site sourcing, and rollout activities concentrated on campaign configuration, segmentation taxonomies and recruiter workflow orchestration.
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Core HR | HCM |
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2013 | 2018 |
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Core HR | HCM |
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2020 | 2020 |
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Learning and Development | HCM |
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2020 | 2020 |
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Onboarding | HCM |
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2020 | 2020 |
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Payroll | HCM |
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2011 | 2011 |
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Recruiting | HCM |
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2020 | 2020 |
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Recruiting | HCM |
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2017 | 2017 |
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Recruiting, Applicant Tracking System | HCM |
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2020 | 2020 |
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Time and Attendance | HCM |
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2012 | 2012 |
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ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe WorkFront | Business Process Management | ERP Services and Operations | n/a | 2020 | 2020 |
In 2020, SEI Investments implemented Adobe WorkFront as a Business Process Management application. The deployment is observable on SEI's public website where WorkFront is embedded to handle web-driven intake and campaign request flows, positioning Adobe WorkFront as the central Business Process Management platform for content and creative work.
Configuration emphasizes request intake, workflow orchestration, project and task management, approval routing and resource allocation, reflecting core Business Process Management capabilities. Adobe WorkFront is configured to automate status transitions, enforce approval sequences and schedule delivery milestones to support content production lifecycles and marketing project management.
Operational scope centers on digital marketing, creative and web operations teams, with the WorkFront instance standardizing submission channels and routing for web content. Governance appears organized around centralized intake and workflow ownership within marketing operations to improve coordination across functions and enforce consistent request handling.
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Revenue Cycle Management | ERP Services and Operations |
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2010 | 2010 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Data Warehouse | Analytics and BI |
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2012 | 2012 |
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Blockchain
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Blockchain Platform | Blockchain |
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2018 | 2018 |
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Blockchain Platform | Blockchain |
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2018 | 2018 |
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Blockchain Platform | Blockchain |
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2018 | 2018 |
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Blockchain Platform | Blockchain |
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2018 | 2018 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Survey and Questionnaire | Collaboration |
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2015 | 2015 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2011 | 2011 |
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Marketing Automation | CRM |
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2017 | 2017 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2018 | 2018 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2010 | 2010 |
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Portfolio and Investment Management | Investment Management |
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2021 | 2021 |
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Portfolio and Investment Management | Investment Management |
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2016 | 2016 |
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Trading Platform | Investment Management |
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2008 | 2009 |
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Transfer Agency | Investment Management |
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2019 | 2019 |
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Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procurement | Procurement |
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2016 | 2016 |
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Sourcing | Procurement |
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2016 | 2016 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Robotic Process Automation | PaaS |
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2019 | 2019 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Backup as a Service (BaaS) | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Data Warehouse Appliance | IaaS |
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2012 | 2012 |
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Database Management | IaaS |
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2018 | 2018 |
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Database Management | IaaS |
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2017 | 2017 |
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Database Management | IaaS |
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2014 | 2014 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at SEI Investments
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by SEI Investments Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from SEI Investments IT executives and key decision makers. This section highlights SEI Investments's latest recorded technology evaluations, including Broadridge Revport (formerly Bonaire) for Revenue Cycle Management on 2026-01-28, SEI Wealth Platform for Asset and Wealth Management on 2025-11-18, and Palantir Foundry for Analytics and BI on 2025-09-24. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the SEI Investments digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD SEI Investments Technographics
SEI Investments is a Banking and Financial Services organization based in United States,
with around 5061 employees and annual revenues of $1.92 billion.
SEI Investments operates a diverse technology stack with applications such as
Oracle E-Business Suite, Phenom Talent CRM and Adobe WorkFront,
covering areas like ERP Financial, Candidate Relationship Management and Business Process Management.
SEI Investments has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Phenom and Adobe Systems.
SEI Investments recently adopted applications including
Hyland OnBase in 2021, FIS Investment Accounting Manager (formerly InvestOne) in 2021 and Fastly in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of SEI Investments’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates SEI Investments’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete SEI Investments technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.