Fiserv Enhances the Financial Planning Experience for Advisors and the Home Office
Fiserv, Inc. (FISV)
Last fiserv, inc. earnings: 2/4 04:01 pm
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Source: Business Wire
New financial planning technology enables advisors to work more efficiently and collaborate with clients to build stronger relationships BROOKFIELD, Wis.--(BUSINESS WIRE)-- Fiserv, Inc. (NASDAQ: FISV), a leading global provider of financial services technology solutions, is enabling financial advisors to operate more efficiently and better collaborate with clients to identify and achieve their investment goals. The company’s new offering includes a flexible and interactive financial planning tool that integrates with home office systems, streamlining manual processes so advisors can spend more time focusing on clients. Financial planning technologies often lack integration to other systems, which means advisors must extract and cull data from inside and outside their organization to create a complete picture of their clients’ financial standing. Manually pulling data from internal and external
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