White papers and reports by Fiserv
InvestmentNews presents the latest and most targeted thought leadership for the financial industry.
This paper explores the role of technology in optimizing advisor productivity to build better, more personalized relationships that address clients' evolving needs and improve investment outcomes.
October 15, 2019
Billing is at the beating heart of every financial firm. Yet for many organizations, billing and revenue management is constrained by simple spreadsheets and manual processes.
Read this report from Fiserv to better understand some of the challenges that firms are facing and get recommendations to meet these challenges and achieve operational efficiency and excellence.
September 04, 2019
Technology has fundamentally changed the way advisors operate, from practice management to client interaction. Used correctly, technology can make an advisor’s life easier by shouldering administrative tasks and freeing up time for clients.
Yet finding and integrating the right technology can be challenging. This paper offers five tips for building a better tech strategy.
June 25, 2019
Wealth management firms are racing to improve the client experience, optimize their business processes and costs, and better manage business and compliance risks.
Robotic process automation (RPA) can help, by automating repetitive tasks and redeploying human capital to high value-add activities.
April 19, 2019
Optimize advisor productivity and differentiate your firm. This whitepaper from Fiserv and Cerulli Associates explores how technology can be the catalyst transforming advisor-client interactions away from accounts and products to a holistic relationship focused on managing progress against a client's personal financial goals.
February 25, 2019
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