At The Vested Bar With ... Leslie Wojcik, SEI
The Areas That Are Most Improved by these Technologies When It Comes to EfficiencyΒ ...
Head of Global Communications, Sei
Search every verified Leslie Wojcik interview, podcast appearance, and on-the-record quote β each transcript cross-checked by AI and human review to confirm speaker identity. In a 2019 interview, Leslie Wojcik, then Head of Global Communications at SEI, discussed challenges facing asset managers, including the difficulty of moving from legacy systems to modern platforms. She stated that due to regulatory scrutiny, asset managers are "largely a risk-averse group," which she said creates a "sense of inertia" when they are faced with many choices. Wojcik also described how improving tech infrastructure drives efficiency by improving accuracy, reducing errors, and providing insight into data. Wojcik noted a cultural shift in financial services over the previous ten years, though she said change happens at a "slower clip" in the industry. She highlighted SEI's launch of an autism at work program, which she said brought in students from a local school and resulted in two of them being offered jobs in the company's junior leadership program. When asked about choosing an agency, Wojcik cited creativity as the primary factor)Skip
“Moving from a legacy system, an outdated mainframe-based legacy system, to a modern platform is quite frankly scary. Due to regulatory scrutiny, asset managers are largely a risk-averse group, which creates a sense of inertia when faced with many choices of equal weight.”
“Improving your tech infrastructure really across the board is what drives efficiency and it improves accuracy, reduces errors, digitizes the experience, gives this massive amount of insight into data and it really quickens delivery.”
“There has been a cultural shift in financial services companies over the last ten years, but cultural change happens at a slower clip in our industry. Our CEO and Founder instilled a culture of innovation from the very beginning 50 years ago, and he also envisioned a sense of family, both of which are still alive and w...”
“Last year we launched an autism at work program where we welcomed around 20 children from the local school on the spectrum to come into our company and learn about financial services. We ended up offering two of them jobs in our junior leadership program, which has been a beautiful partnership to innovate for tomorrow.”
“The top three elements of a successful client-agency relationship are cultural fit, collaboration, and openness to challenge each other. This openness pushes us out of our comfort zones and truly helps us grow as a firm.”
“Creativity takes the cake for us when choosing an agency. The unique and exciting ideas have reinvigorated us, and the people feel like a true team and partnership.”
The Areas That Are Most Improved by these Technologies When It Comes to EfficiencyΒ ...
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