A leading regional broker-dealer wanted to launch a digital financial planning offering. The firm selected technology from Fiserv with robust APIs and sophisticated calculations, providing a unique experience and improved efficiency.
Founded over 75 years ago, the broker-dealer business of a diversified Fortune 500 financial institution with over 10 million clients wanted to launch a digital financial planning experience to complement its insurance, banking and other product lines, helping clients achieve their financial goals.
The firm had a diverse client base ranging from mass-affluent to high net-worth individuals and didn't want to shoulder the burden of developing a planning framework from scratch. Any new technology would need to stay true to the firm's unique brand and allow for consistent user experience across the firm's other lines of business. With these goals in mind, the firm turned to Fiserv for help. Download the case study to learn more.