Investment firm FIS unveils comprehensive suite of services aimed at revolutionizing the investor servicing process
The financial services industry is evolving at a rapid pace, and staying ahead of the curve is becoming increasingly important for financial institutions. In response to these challenges, FIS has unveiled its new Investor Services Suite, an end-to-end solution designed to transform the investor servicing landscape.
The Investor Services Suite caters to a wide range of clients, including hedge funds, private equity, hybrid funds, and retail fund structures. The key features of this suite include end-to-end investor lifecycle automation, swift digital onboarding with ID verification integration, and customizable anti-money laundering (AML) and Know Your Customer (KYC) screening across multiple jurisdictions. Additionally, it offers efficient cash management, sophisticated fee calculation engines, and customizable reporting tools.
The primary benefits of the Investor Services Suite are enhanced operational efficiency, improved regulatory compliance, a better investor experience, and support for informed strategic decisions. By automating manual investor servicing tasks and streamlining processes, the suite reduces cost pressures and errors, thereby improving operational efficiency.
The advanced, customizable AML and KYC screening capabilities support clients in meeting growing regulatory demands across multiple jurisdictions, ensuring improved regulatory compliance. The fast onboarding process and richer client interactions boost transparency, engagement, and trust, resulting in a better investor experience.
Moreover, the suite unlocks insights throughout the investor lifecycle for fund managers, administrators, and private banks, helping modernize operations and adapt to market growth and complexity. This, in turn, supports informed strategic decisions.
The launch of the Investor Services Suite comes at a critical time for the capital markets industry, as increasing regulatory controls and growing operational demands are driving the need for more innovative, streamlined solutions. The alternative assets market, expected to exceed $20 trillion by 2025, according to joint research from FIS and Chartis, presents a significant opportunity for financial institutions to leverage the Investor Services Suite to meet the demands of this fast-growing market.
Matt Stauffer, SVP, group executive at FIS, emphasized that managing investor servicing processes is a challenge for fund managers and administrators due to increasing regulatory demands, cost pressures, and client expectations for personalized services. The Investor Services Suite aims to address these challenges by providing a comprehensive platform that combines automation, compliance management, and client experience improvements to meet the demands of the alternative assets market.
In summary, the FIS Investor Services Suite is a game-changer in the capital markets industry, promising to transform investor servicing by automating manual tasks, improving compliance, enhancing the client experience, and supporting informed strategic decisions. The suite is poised to play a crucial role in helping financial institutions navigate the complexities of the rapidly evolving capital markets landscape.
[1] FIS Press Release: FIS Launches Investor Services Suite to Streamline Investor Servicing Lifecycle. (2021). Retrieved from https://www.fisglobal.com/news/press-releases/fis-launches-investor-services-suite-to-streamline-investor-servicing-lifecycle
[2] Chartis Research: The Future of Investor Services. (2020). Retrieved from https://www.chartis-research.com/research/the-future-of-investor-services-106878
[3] Finextra Research: FIS Launches Investor Services Suite to Streamline Investor Servicing Lifecycle. (2021). Retrieved from https://www.finextra.com/pressarticle/87830/fis-launches-investor-services-suite-to-streamline-investor-servicing-lifecycle
[4] FIS Whitepaper: The Future of Investor Services. (2020). Retrieved from https://www.fisglobal.com/resources/white-papers/the-future-of-investor-services
- The Investor Services Suite from FIS offers efficient cash management, sophisticated fee calculation engines, and customizable reporting tools, all aiming towards enhancing operational efficiency and supporting informed strategic decisions, particularly in the fast-growing alternative assets market.
- The advanced, customizable anti-money laundering (AML) and Know Your Customer (KYC) screening capabilities of the Investor Services Suite support clients in meeting growing regulatory demands across multiple jurisdictions, contributing to improved regulatory compliance within the finance sector.
