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.

JACKSONVILLE, Fla.--(BUSINESS WIRE)--Global financial technology leader FIS^® (NYSE: FIS) has launched FIS^® Investor Services Suite, an end-to-end solution designed to transform the investor servicing landscape for financial institutions, as well as alternative and traditional fund managers. The solution helps optimize end-to-end processing for swift customer onboarding and enhanced investor screening, and will make it possible to automate the investor lifecycle, helping to improve operational efficiency and support the ability of clients to meet their regulatory obligations.

The launch of the Investor Services Suite comes at a critical time for the capital markets industry. New joint research from FIS and Chartis found that the alternative assets market is expected to exceed $20 trillion by 2025, but increasing regulatory controls and growing operational demands are driving the need for more innovative streamlined solutions.

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.

About FIS

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 Jacksonville, Florida, FIS is a member of the Fortune 500^® and the Standard & Poor’s 500^® Index. To learn more, visit FISglobal.com. Follow FIS on LinkedIn, Facebook and X.