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Award-winning AI frees up time for proactive client interaction

William Paus

SEB has been recognised as Best Private Bank for Use of AI at the PWM Wealth Tech Awards 2026, announced on 23 April. The award reflects how SEB uses artificial intelligence not to replace human advice, but to strengthen it.  

In its motivation, the jury highlighted SEB’s vision of using AI to shape how advice is delivered while preserving its human core.  
This approach is exemplified by Sensaia, the bank’s AI-powered tool, now fully implemented across the Private Wealth Management & Family Office business area. The tool analyses and summarises client meetings, giving advisors a structured overview of client needs, interests and priorities.

“Digital transformation is a key priority at SEB and we are proud of this recognition. Technology is an enabler, but judgement, accountability and trust remain firmly human. By using AI‑driven insights to increase relevance and personalisation at scale, we strengthen our long‑term advisory strategy and ensure our advisors remain consistently relevant as client needs and complexity evolve,” says William Paus, Executive Vice President, Head of Wealth & Asset Management.

By automating documentation and information sharing, Sensaia reduces administrative work, allowing advisors to focus more on client interaction.

“The advisors save a significant amount of time per call when documentation and information sharing are automated, which frees up time for more and better customer meetings,” says Daniel Fagerman, Chief Data Officer, Wealth & Asset Management.

Today, Sensaia is used by all advisors within Private Wealth Management & Family Office. Beyond efficiency gains, the tool strengthens continuity in client relationships. By gathering insights from previous conversations, advisors are better placed to pick up where others left off, ensuring a more consistent and informed client experience.

Sensaia ultimately reflects SEB’s broader ambition: to use technology to deepen relationships. By reducing administrative tasks and sharpening insight, advisors gain what matters most: more time with clients and better conversations when it counts. 

Private Wealth Management & Family Office

Sensaia in short

  • Purpose: An AI-powered advisory tool designed to simplify communication within client teams and enhance how advice is delivered. 
  • What it does: Transforms client meetings into structured insights by automating documentation and extracting key themes, sentiments and action points.  
  • Value: Enables more personalised, timely advice while freeing up time for client interaction.  
  • Scope: Fully implemented across Private Wealth Management & Family Office advisory teams.
  • Privacy & security: Built with strong emphasis on anonymisation and responsible data handling. 
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