SEI is a leading global provider of asset management, investment processing and investment operations solutions for institutional and private-client wealth management. The SEI Wealth PlatformSM is a fully integrated, next-generation, wealth management technology solution. The SEI Wealth PlatformSM is designed to support client relationship management including front, middle and back-office fiduciary investment and account administration processing services.
In 2014, SEI approached Mubaloo to explore opportunities for a mobile app to provide private banking customers with access to their accounts. SEI wanted to create a white label mobile app to license to other financial institutions, which could be re-skinned to reflect individual company branding. In the past, end-users accessed a Web Portal to view their account information. As today’s users are looking for anytime, anywhere access to their accounts, a web only method did not provide the smooth, intuitive user experience consumers expect to have access to on their mobile devices.
For phase one the app is read-only. This allows users to log into their accounts and access information on their financial accounts, holdings and assets in a secure and user friendly way. The app uses clever UX design to make heavy financial information easier to digest and be able to view at a glance.