Russell Andrews, Global Head of Advice Solutions within SEI's Asset Management Distribution unit, joins Russ Kliman, Global Leader of SEI Ventures. They discuss how top brands have changed consumer expectations, and how five key themes play imp

Episode 2: A close look at five key themes for creating an exceptional banking client experience

Nov 30th, 2021 18m 24s

Ashley Leuthe, Director of Solutions for SEI's Private Banking team, joins Russ Kliman, Global Leader of SEI Ventures, to take a deep dive into five key themes that can help banks create an exceptional client experience: hyper-personalization,

Episode 1: How independent advisors can master the client experience

Nov 17th, 2021 21m 31s

What might financial advisors learn from leading digital brands like Google, Amazon, Netflix and others when it comes to mastering the client experience?Russ Kliman, Global Leader of SEI Ventures, talks with Erich Holland, Senior Vice Presiden

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