FIS Launches Investor Services Suite to Transform Investor Servicing Lifecycle
Key facts
- FIS Investor Services Suite helps optimize end-to-end processing for swift customer onboarding and enhanced investor screening.
- The solution helps deliver more seamless automation across the investor servicing lifecycle.
- The solution can provide fund administrators as well as managers of open alternatives, traditional and semi-liquid fund structures with enhanced operational efficiency and regulatory compliance, while delivering richer client experiences.
The launch of the Investor Services Suite comes at a critical time for the capital markets industry. New and Chartis found that the alternative assets market is expected to exceed
The Investor Services Suite, which caters to hedge funds, private equity, hybrid funds, and retail fund structures, can help deliver fast customer onboarding through digital means, including integrations to ID verification systems, to deliver richer client experiences. Customers can customize anti-money laundering (AML) and Know Your Customer (KYC) capabilities, allowing advanced screening and compliance with AML regulatory requirements across multiple jurisdictions. Additionally, the solution offers functional capabilities to facilitate efficient cash management, and sophisticated fee engines to help provide accurate fee calculations and customizable reporting.
Matt Stauffer, SVP, group executive at FIS said: “Managing investor servicing processes has long been a pain point for fund managers and administrators, especially given increasing regulatory demands, cost pressures and client expectations for personalized services. By enabling greater levels of automation, financial institutions can streamline their investor servicing lifecycle and position themselves for long-term success in a highly variable environment.�
By helping fund managers, administrators and private banks modernize their operations, the FIS Investor Services Suite can ultimately benefit end investors by making it possible to enhance transparency, engagement and trust to unlock insights for more informed strategic decisions across the investor lifecycle.
FIS is a financial technology company providing solutions to financial institutions, businesses, and developers. We unlock financial technology to the world across the money lifecycle underpinning the world’s financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our clients to confidently run, grow, and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses of all sizes adapt to meet the needs of their customers by harnessing where reliability meets innovation in financial technology. Headquartered in
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For More Information
Kim Snider, 904.438.6278
Senior Vice President
FIS Global Marketing and Communications
[email protected]
Source: Fidelity National Information Services