Wealth Operations Automation from Fiserv can help you retain and grow this important client segment by offering a solution that automates wealth management processes and improves client services.
Wealth Operations Automation helps your organization break free from the constraints of a paper-based environment with an automated solution that connects sales, front- and back-office operations, risk management and client services with core accounting and CRM functions. It can help you achieve improved acquisition and retention of clients, as well as improving operational efficiency with reduced costs.
Using Wealth Operations Automation Helps Automate Client Onboarding so You Can Focus on Providing Excellent Service
With secure, paperless and automatic content routing and task tracking, your team can have instant access to the information they need to deliver the excellent service levels your clients expect.
Wealth Operations Automation integrates with your portfolio management system to help your users quickly access documents and data without leaving the familiar interface of their core application.
Wealth Operations Automation benefits your organization with:
- Faster account opening which can improve customer service and response times
- Quick identification of priority requests so you can provide a faster, more tailored response
- Configurable for instant access to a 360° view of the client, their history and their portfolio
- Improved operational efficiencies by setting up faster handoff times between processors
- Real-time historical tracking of all actions documented in the system, simplifying auditing and compliance