Global financial technology provider FIS has launched its FIS Investor Services Suite, an end-to-end solution designed to enhance investor servicing for financial institutions, as well as alternative and traditional fund managers.
The new solution aims to optimize processing for customer onboarding and investor screening, automate the investor lifecycle, improve operational efficiency, and support clients in meeting their regulatory obligations. This launch occurs as the capital markets industry faces increasing demands; joint research from FIS and Chartis projects the alternative assets market to exceed $20 trillion by 2025, alongside a growing need for streamlined solutions due to rising regulatory controls and operational pressures.
The Investor Services Suite supports hedge funds, private equity, hybrid funds, and retail fund structures. It facilitates digital customer onboarding, integrating with ID verification systems to enhance client experiences. Clients can customize anti-money laundering (AML) and Know Your Customer (KYC) functionalities, enabling advanced screening and compliance across multiple jurisdictions. Additionally, the solution includes features for efficient cash management, sophisticated fee engines for accurate calculations, and customizable reporting.
Matt Stauffer, SVP, group executive at FIS, stated, “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 operations, the FIS Investor Services Suite seeks to benefit end investors through enhanced transparency, engagement, and trust, facilitating more informed strategic decisions across the investor lifecycle.
FIS is a financial technology company headquartered in Jacksonville, Florida. It provides solutions to financial institutions, businesses, and developers, focusing on advancing the way the world pays, banks, and invests.
