Top Wealth Management Firm Streamlines Complex Billing Arrangements With Fee Billing Technology

With Advantage FeeTM from Fiserv, a full-service wealth management firm moved beyond legacy proprietary software to benefit from strategic automation, greater scale and lower system maintenance expenses.

Challenge

The needs of a top wealth management firm exceeded the capabilities of its legacy billing software. The firm needed a technology solution that could deliver greater processing power, tight control over the revenue cycle, and invoice accuracy and superior business intelligence.

Solution

The wealth management firm partnered with Fiserv to implement Advantage Fee, a comprehensive revenue management and billing solution. By adopting the new technology, the firm improved customer service, boosted efficiency and reduced operational expenses.

Proof Points

By adopting the new technology, the firm improved customer service, boosted efficiency and reduced operational expenses.  

To learn more, download the case study.

  • Country
  • United States, International
  • Solution
  • Investment Services - Advantage Fee 2019
  • Published
  • October 2019

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