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.
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