New financial planning technology enables advisors to work more
efficiently and collaborate with clients to build stronger relationships
BROOKFIELD, Wis.--(BUSINESS WIRE)--Oct. 17, 2018--
Inc. (NASDAQ: FISV), a leading global provider of financial services
technology solutions, is enabling financial advisors to operate more
efficiently and better collaborate with clients to identify and achieve
their investment goals. The company’s new offering includes a flexible
and interactive financial planning tool that integrates with home office
systems, streamlining manual processes so advisors can spend more time
focusing on clients.
Financial planning technologies often lack integration to other systems,
which means advisors must extract and cull data from inside and outside
their organization to create a complete picture of their clients’
financial standing. Manually pulling data from internal and external
systems is a challenge faced by more than 60 percent of advisors,
according to the U.S.
Advisor Metrics 2017: The Next Generation of Planning report from
Cerulli Associates, a global research and consulting firm that follows
asset management trends.
The financial planning technology from Fiserv bridges this gap, allowing
advisors to seamlessly initiate financial plans, generate proposals, and
easily open and monitor accounts without having to toggle between
systems or re-enter data for service requests or trading. Investment
proposals can be quickly generated and accounts can be opened and
electronically signed--either remotely or in the office. Advisors can
discuss plans and illustrate changes with clients in real-time, enabling
them to immediately see the impact and adjust plans accordingly.
“Consumers today are looking for help managing their finances, and
advisors expect interactive and easy-to-use tools that allow them to
attract clients and better manage their book of business,” said Cheryl
Nash, president, Investment Services, Fiserv. “We’re committed to
providing firms and advisors with technology that empowers them to focus
on building relationships and helping clients reach their financial
In a world that is moving faster than ever before, Fiserv helps clients
deliver solutions that are in step with the way people live and work
today – financial services at the speed of life. Learn more at fiserv.com.
Fiserv, Inc. (NASDAQ: FISV) enables clients worldwide to create and
deliver financial services experiences in step with the way people live
and work today. For more than 30 years, Fiserv has been a trusted leader
in financial services technology, helping clients achieve best-in-class
results by driving quality and innovation in payments, processing
services, risk and compliance, customer and channel management, and
insights and optimization. Fiserv is a member of the FORTUNE®
500 and has been named among the FORTUNE Magazine World's Most Admired
Companies® for five consecutive years, recognized for
strength of business model and innovation leadership. Visit fiserv.com
on social media for more information and the latest company news.
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Source: Fiserv, Inc.
Sr. Manager, Public
Director, Public Relations