Optimize the revenue potential of your wealth management services with the Wealth Management consulting practice from Fiserv. This service can help you maximize revenue sources, generate process efficiencies, realize expense reductions and better understand your market position.
For more than 25 years, the Wealth Management consulting practice from Fiserv has been helping identify new opportunities to optimize bottom-line profitability. Our Wealth Management consulting specializes in investment and trust management, enabling your institution to realize significant, sustainable revenue growth.
Rather than employing a single wealth strategy, we deliver a number of significant revenue growth initiatives. Our recommendations are tailored to the unique needs of your institution and designed to add revenue, when and where needed, to build long-term sustained benefits and growth. Our clients experience as much as a 12% lift in benefits, and an average of $1 million in benefits for every $1 billion in assets. They generally begin to recognize value within four to six months following an engagement.
Our approach includes the following key elements:
With our integrated revenue solution, we bring all the pieces together to help clients optimize revenue: