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.
- 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