Wealth Management - Wealth Advisor Customer Journey - FIS Global

Amy Polusky Senior Advisor

About Amy Polusky
  • Location: Providence, RI
  • Homeowner: Yes
  • Job title: Senior Advisor
  • Company: Lion's Share Trust
  • Assets: $186 million (direct clients)
Amy's Challenges
  • Balancing the need to source new accounts, service current clients, and carry out portfolio management.
FIS Solutions
  • FIS Wealth and Retirement Solutions. Bank on FIS to reach the future faster

Amy Polusky Senior Advisor

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X About Amy Polusky
  • Location: Providence, RI
  • Homeowner: Yes
  • Job title: Senior Advisor
  • Company: Lion's Share Trust
  • Assets: $186 million (direct clients)
Amy's Challenges
  • Balancing the need to source new accounts, service current clients, and carry out portfolio management.
FIS Solutions
  • FIS Wealth and Retirement Solutions. Bank on FIS to reach the future faster

Amy gets up early to hit the gym. While on the treadmill, she checks her client accounts on her trusty tablet. She reviews account performance, including those assets not held with Lion's Share. Her inbox is full of trade confirmations and client inquires.

At the office, Amy has two morning meetings with potential clients. She demonstrates the Lion's Share's client self-service tools on her tablet and phone while getting a feel for each person's financial goals.

For one prospect, Amy creates a goal-based financial plan, including tactical plans as well as options using multiple strategies. For the other prospects, she helps set up their profile in the firm's digital advice solution, which is a better fit for their needs.

It's been several wild days in the markets. While Amy executes trades and performs other actions for clients, her team is focused on preparing for the afternoon briefing with Alfonso Johnson, her biggest client.

During his semi-annual review, Mr. Johnson expresses concern about market volatility and inquires about a trust for his children. Amy suggests protecting some of his gains with a bond ladder and discusses the parameters for a family trust.

Responding to client inquiries by phone, Amy reviews and adjusts each of their account’s asset allocation, all on her tablet.

       
   
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Data Aggregation
Consolidated data from various sources, internal and external, with automated trade-order management and pre-trade compliance for day-to-day holistic portfolio management. Learn More >
Client Portal + White Label Mobile App
Deliver superior service and allow clients to have a holistic view of their wealth. Learn More >
Digital advice
FIS has partnered with a wealth tech leader to offer a complete solution that includes digital advice, client onboarding and optional modeling and custody for smaller accounts. Learn More >
Goal-based planning + investing
FIS solutions provide guidance to the model portfolio best suited to each client goal and risk profile, easily assign specific accounts to specific goals, and/or share funding across multiple, prioritized goals. Learn More >
Business Process Outsourcing
FIS wealth management outsourcing solutions allow for offloading trade settlement, cash movement, income processing, tax reporting and other repetitive back- and middle-office tasks. Learn More >
Trust Accounting
FIS’ real-time, browser-based solution for trust accounting delivers large-volume, straight-through processing for front-to back-office operations. Learn More >
Portfolio Management + Client Services
Enjoy a single interface with feature-rich tools for managing portfolios, as well as for handling regulatory compliance, multi-custodial trade processing, and reporting. Learn More >
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