Wealth Operations Automation

Wealth Operations Automation from Fiserv can help you retain and grow the high net worth client segment by offering integrated wealth management services that simplify processing and improve client service.

With Wealth Operations Automation, Fiserv helps your firm improve client satisfaction by managing all document-based functions for account opening, maintenance and transaction processing – including purchases, deposits and asset transfers.

Key Benefits

  • Quick identification of priority requests to adjust workloads for quicker, more tailored client response
  • Instant access to the complete client case files across the enterprise (including sales and client service). This will enable strategic sales and support, resulting in additional product sales based on a client's existing portfolio
  • Flexibility to adapt operational processes to remain aligned with changing regulatory requirements (such as Dodd Frank, KYC and others)
  • Improved operational efficiencies resulting in significantly improved handoff times between processors and reduced transaction processing cycle times
  • Country
  • United States
  • Solution
  • Insights & Optimization, Customer & Channel Management
  • Industry
  • Wealth Management
  • Published
  • August 2016

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