Tirdad Shojaie, head of Product, Marketing and Business Strategy for Investment Services at Fiserv, discusses how understanding the priorities of our wealth management clients helps support and add greater value so they can better compete in an evolving marketplace.

Fiserv recognizes the importance of maintaining mind share with our clients. When we’re in synch with where they want to go and what they need to accomplish, we’re able to focus on innovating and delivering services and capabilities that will enable them to grow in the most effective way.

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Whether you're looking for robust trading, reporting, retirement income modeling or financial planning technology, Fiserv can help. Our Unified Wealth Platform supports every area of the investment process so you can do it all.

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