webinar
Modernizing the investor experience
As firms serve a broader mix of institutional, high-net-worth and retail investors, they must deliver faster onboarding, greater transparency and seamless digital experiences. This FiDi Times webinar explores how asset managers and fund administrators are modernizing investor servicing to meet evolving investor expectations.
Learn from investor servicing experts
Get insights from Cian Hyland, Solution Leader, Investor Servicing, FIS®, and Russell Andrews, Head of Wealth & Asset Management, FIS.
- Servicing demands are increasing See how firms are scaling investor servicing to support a broader mix of institutional, high-net-worth and retail investors without compromising the investor experience.
- Balancing compliance and investor experience is essential Learn how firms are navigating AML, KYC and investor screening requirements while maintaining a seamless onboarding experience.
- Demand for real-time insights is growing Explore why investors increasingly expect access to real-time investment data, on-demand reporting and deeper performance insights.
- Visibility is the expectation Discover why investors increasingly expect real-time visibility into investment activity, workflows and approvals, driving demand for greater transparency and access through portals and APIs.
ESC
ESC
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