FIS - Transforming Wealth & Asset Management Services

FIS - Transforming Wealth & Asset Management Services

Who Is This Vendor Assessment For?

NelsonHall’s Transforming Wealth & Asset Management Services Vendor Assessment for FIS is a comprehensive assessment of FIS’s wealth and asset management services offerings and capabilities designed for:
• Sourcing managers monitoring the capabilities of existing suppliers of intelligent automation processes and identifying vendor suitability for wealth and asset management services RFPs
• Vendor marketing, sales and business managers looking to benchmark themselves against their peers
• Financial analysts and investors specializing in the support services sector.

Key Findings & Highlights

FIS has worked with wealth and asset managers for over 40 years, initially selling them software to support their business operations. FIS has been delivering BPS services to W&A managers for 20 years. From 2010 to 2015, FIS built and acquired services vendors which allowed FIS to provide technology, custodial, and operational services under one provider.

W&A services are provided to clients as support for FIS solutions. Today FIS’ W&A services support:
• FIS products: 90%
• Non-FIS products: 10%.

Over the past two years, FIS has opened its platforms with APIs to allow clients to utilize any module (either FIS or non-FIS) they prefer for individual processes.

Scope of the Report

The report provides a comprehensive and objective analysis of wealth and asset management services offerings, capabilities, and market and financial strength, including:
• Identification of the company’s strategy, emphases and new developments
• Analysis of the company’s strengths, weaknesses and outlook
• Revenue estimates
• Analysis of the profile of the company’s customer base including the company’s targeting strategy and examples of current contracts
• Analysis of the company’s offerings and key service components
• Analysis of the company’s delivery organization including the location of delivery locations.


1. Background
2. Revenue Summary
3. Key Offerings
4. Delivery Capabilities & Partnerships
5. Target Markets
6. Strategic Direction
7. Strengths & Challenges
7.1 Strengths
7.2 Challenges
8. Outlook

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