Wealth Outsourcing Services delivered through Unity

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Overview

Under pressure from all sides, from clients and competitors to regulatory bodies and world events, wealth management and retirement plan providers have a pivotal task: to reinvent their business models to power growth and profits, while prioritizing the user experience. Recognized as an industry leader for technology and outsourcing services in Financial Services, FIS offers solutions to help clients optimize their business to capitalize on the changing wealth and retirement landscape.

Key Features

Wealth Management: FIS offers wealth management solutions and services that enhance the client experience, improve advisor productivity and lower operational cost, helping wealth management providers differentiate themselves to retain assets and win new accounts – ultimately, enabling them to grow their business.

Retirement: We address the key market challenges such as shifting demographics, digital engagement, and increased competition from traditional providers and new market entrants. FIS offers comprehensive recordkeeping technology and retirement solutions, designed around our clients' needs, to reduce costs and complexities of running their business.

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Key Benefits

FIS’ Wealth Outsourcing Services provides our clients with a modern technology framework that allows wealth managers to scale their business. Supported by integrated workflow with document management, we deliver a fully digital ecosystem which allows for transaction initiate to be extended directly to clients and third parties either by providing access our Unity platform or through real time API’s. We also have integrated a business intelligence tool which provides the capabilities to analyze data through machine learning, apply predictive analytics or use natural language search. The result is the ability to personalize the customer experience and enhance the efficiency in the front office.

Product/Service details

SOLUTION OR SERVICE TYPE