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.



Financial institutions need a process automation solution that fully connects sales, front-office operations, back-office operations, risk management and client services processes with core accounting and CRM functions to ensure client satisfaction and regulatory compliance. Wealth Operations Automation from 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.

By automating internal operational and sales processes, wealth management departments, trust companies and private investment firms can improve client service, on-board clients faster, accelerate transaction processing, and improve both management oversight and compliance capabilities. The result is improved acquisition and retention of high net-worth clients, as well as better operational efficiency with reduced costs.



  • 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 enables 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

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Process Automation is Key to Wealth Management Success

Many financial institutions are offering wealth management services but the costs associated with operations and compliance, along with business efficiency struggles, are cutting into projected revenue. Business process automation can provide a path to profitability.

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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.

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For more information on Wealth Operations Automation and other Fiserv solutions, call us at 800-872-7882 or contact us.

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