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SEI renews long-term relationship with the Trust Company of Oklahoma


SEI has renewed a multi-year agreement with the Trust Company of Oklahoma to provide core processing and accounting systems, as well as additional processing services, to its private client and institutional businesses.  

Additionally, as part of the 10-year renewal, the Trust Company of Oklahoma is expanding its relationship with SEI. The company, an SEI client since 1987, will now utilise both SEI’s custody services and complete suite of fully integrated portfolio management services. The deal reinforces SEI’s position as a long-standing industry leader in wealth processing and accounting in the bank and trust market.

"Our 23-year relationship with the Trust Company of Oklahoma is a great validation of SEI’s business model and the ongoing value we provide to clients," says Al Chiaradonna (pictured), Senior Vice President, SEI’s Global Wealth Services. "Even over the past few years in a down economy, the Trust Company of Oklahoma has continued to grow and we’re proud to be a part of that growth. We continue to expand our Global Wealth Services solution so we can scale with them and ensure that they have all the support they need to reach their business goals now and in the future."

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