FIS Modern Banking Platform
Advance your bank with a modern core platform.
FIS Protegent Reg BI
Are you ready for Regulation Best Interest?
Meet Your Reg BI Compliance Obligation with Confidence
FIS™ Protegent Reg BI gives you a complete, modular solution to consistently meet Regulation Best Interest’s compliance obligation at the pre-sale, point of sale and post-sale stages of the customer relationship.
Customize your mix of components to make sure that you have the right account types, transactions and strategies to achieve compliance while delivering the best investment outcomes for the customer.
FIS Can Help
Comply with Reg BI throughout the entire sales process
Gather Information and Consider Suitability Pre-sale
Build accurate customer profiles and recommend the most appropriate account typesPropose and Compare Options at Point of Sale
Evaluate product recommendations and provide a side-by-side comparison of alternativesMonitor Transactions Post-sale
Assess all transactions over time with quantitative suitability analysis to ensure they remain in the customer’s best interestExplore Our Perspective
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