An ISG Star of Excellence briefing note featuring the Coforge and SEI case study highlights how a longstanding delivery relationship has evolved into a strategic technology partnership across data, AI, cloud modernization and platform transformation.

Coforge has partnered with SEI for nearly three decades, supporting critical technology and transformation initiatives across private banking, wealth management, asset management and investment management services. The ISG-published briefing note captures how this relationship has continued to deliver value through deep platform knowledge, collaborative execution, resilient delivery and a strong focus on business outcomes.
The briefing note offers an independent view of how Coforge and SEI built a long-term partnership grounded in trust, operational excellence and transformation-led delivery. It outlines how Coforge’s role expanded across product lifecycle ownership, data cloud engineering, AI and ML enablement, analytics modernization, platform support and governance-led execution.
Maharshi Pandya
Senior Lead Analyst
Deepak Bhardwaj
Chief Data Officer
Coforge’s long association with SEI has created strong familiarity with SEI’s platforms, operating model and technology environment. This has helped reduce transition overhead, improve delivery continuity and support modernization across legacy and cloud ecosystems.
The engagement supported SEI Data Cloud and IMS Data Cloud initiatives through modern data engineering, Snowflake, Azure, Power BI and Power Automate. The briefing note highlights improved data access, stronger scalability and faster insight cycles, including ingestion time reduced from two hours to under five minutes.
Coforge contributed to SEI’s AI and ML initiatives across document intelligence, RAG-based analytics, conversational workflows and automation use cases. The briefing note captures how these capabilities helped accelerate AI adoption and create a foundation for future-ready architecture.
The case study highlights Coforge’s discipline in governance, compliance, audit readiness and security-aligned execution. This is especially relevant in a complex financial services environment where reliability, responsiveness and operational control are critical.
ISG’s analyst comments point to Coforge’s embedded platform expertise, engineering collaboration, resilient delivery, mature AI enablement and compliance-aligned execution as key differentiators in SEI’s modernization journey.
Download the complete ISG Star of Excellence briefing note to explore how Coforge and SEI’s 30-year partnership continues to advance platform modernization, data cloud transformation, AI adoption and operational resilience.