New FIS Wealth Management Platform Brings Rich Data Insights to the Client Relationship
June 09 2020 - 07:00AM
Business Wire
Key facts
- New FIS Unity wealth management platform leverages advanced
data analytics to give advisors rich insights into the financial
needs of their multi-generational clients.
- FIS Unity offers a single, 360-degree picture of clients’
financial assets across multiple financial providers through
integrated APIs.
- The solution leverages an innovative approach to workflow that
automates and streamlines processes.
As investors of all ages seek advice for weathering the current
uncertain investing environment, financial technology leader FIS™
(NYSE: FIS) today announced a leading-edge wealth management
platform that gives wealth managers the data and insights they need
to better understand and serve the needs of their
multi-generational clients.
FIS Unity leverages open application programming interfaces
(APIs) to provide wealth managers an integrated, 360-degree view of
a client’s financial assets across multiple financial providers.
Using the system’s industry-leading analytics tools and intuitive
dashboards, wealth managers can gain insights into their clients’
investment history, lifestyle changes and investing preferences –
enabling managers to offer personalized investment recommendations
that meet clients’ current and future needs.
In addition, the platform makes use of advanced data analytics
along with fully integrated workflows to automate and streamline
processes, enhance efficiency and lower operational costs. The
solution is appropriate for wealth management firms, wealth
divisions of banks, trust companies, custodians and brokerage
firms.
“Unprecedented levels of market volatility have made it more
important than ever that wealth managers and advisors have a
complete, accurate picture of their clients’ assets and remain
connected anytime and anywhere,” said Brian DuVal, Head of Wealth
and Retirement at FIS. “During this time, investors still expect
accurate, insightful guidance when they need it, and the Unity
solution prepares advisors with a rich, holistic view of their
clients’ assets.”
AMG National Trust Bank chose FIS Unity to enable its advisors
to provide a more personalized experience to the clients it has
been serving for more than 45 years.
“We serve multiple generations of clients who all have very
different expectations when it comes to investing,” said Don
Seacrest, SVP Operations at AMG National Trust Bank. “By
modernizing our wealth management system on the FIS Unity platform,
we will be better able to address those differing needs and grow
those relationships.”
Learn more about FIS Unity in this video or on the FIS
website.
About FIS
FIS is a leading provider of technology solutions for merchants,
banks and capital markets firms globally. Our more than 55,000
people are dedicated to advancing the way the world pays, banks and
invests by applying our scale, deep expertise and data-driven
insights. We help our clients use technology in innovative ways to
solve business-critical challenges and deliver superior experiences
for their customers. Headquartered in Jacksonville, Florida, FIS is
a Fortune 500® company and is a member of Standard & Poor’s
500® Index. To learn more, visit www.fisglobal.com. Follow FIS on
Facebook, LinkedIn and Twitter (@FISGlobal).
View source
version on businesswire.com: https://www.businesswire.com/news/home/20200609005060/en/
Kim Snider, 904.438.6278 Senior Vice President FIS Global
Marketing and Communications kim.snider@fisglobal.com
Fidelity National Inform... (NYSE:FIS)
Historical Stock Chart
From Feb 2024 to Mar 2024
Fidelity National Inform... (NYSE:FIS)
Historical Stock Chart
From Mar 2023 to Mar 2024