Episode Notes

Speaking at the Technology Tools for Today conference, SEI's Jeff Benfield tells guest host Ryan W. Neal about his impressions of Denton, Texas, and how his firm is using technology to drive personalization. Benfield shares a bit of what's coming on SEI's technology road map, as well as how he's getting back out into the world after the pandemic. 

Related article: T3 2022 recap: Top takeaways from the adviser fintech conference

Guest Bio:

Jeff Benfield, SEI managing director of adviser experience technology, leads the strategic vision, roadmap and execution of the financial adviser technology suite of solutions for SEI’s independent adviser business, focusing on the adviser experience. Jeff has served in a range of product management and program management roles over his career, including Vanguard, BNY Mellon’s Pershing/Albridge, and Axa Advisors. He joined SEI in 2014 in a business strategy, transformation and product management role in SEI’s Private Banking business.

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