List of FIS Global Unify Wealth Management Platform Customers
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United States
Since 2010, our global team of researchers has been studying FIS Global Unify Wealth Management Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased FIS Global Unify Wealth Management Platform for Asset and Wealth Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using FIS Global Unify Wealth Management Platform for Asset and Wealth Management include: Fifth Third Bank, a United States based Banking and Financial Services organisation with 18676 employees and revenues of $8.25 billion, Amg National Trust Bank, a United States based Banking and Financial Services organisation with 150 employees and revenues of $40.0 million and many others.
Contact us if you need a completed and verified list of companies using FIS Global Unify Wealth Management Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Amg National Trust Bank | Banking and Financial Services | 150 | $40M | United States | FIS Global | FIS Global Unify Wealth Management Platform | Asset and Wealth Management | 2020 | n/a | In 2020, Amg National Trust Bank implemented the FIS Global Unify Wealth Management Platform to modernize advisor tools and deliver a more personalized wealth management experience within Asset and Wealth Management. The initiative was positioned to serve the bank's multi generational United States private banking clientele, with an early focus on front office advisor workflows and client data aggregation to improve personalization and service. Configuration work emphasized advisor and front office analytics capabilities referenced in vendor communications, and the implementation narrative infers use of client data aggregation, profile consolidation, portfolio reporting, and advisor workflow routing consistent with Asset and Wealth Management solutions. The FIS Global Unify Wealth Management Platform was configured to centralize client relationship data and provide consolidated advisor views, enabling insight driven client engagement and streamlined advisor task flows. Operational coverage centered on advisor desks and client service teams inside the United States wealth management business function, with rollout scoped to front office users first to accelerate advisor adoption. Governance activities included standardizing advisor workflows and staged module adoption, supported by vendor level communications around module usage and advisor training to align process changes with the platform. The stated objective was improved personalization and service for a multi generational client base through front office workflow modernization and client data aggregation, as described in the vendor announcement. The source did not specify external system integrations or quantifiable outcomes. | |
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Fifth Third Bank | Banking and Financial Services | 18676 | $8.3B | United States | FIS Global | FIS Global Unify Wealth Management Platform | Asset and Wealth Management | 2021 | n/a | In 2021 Fifth Third Bank selected the FIS Global Unify Wealth Management Platform for Asset and Wealth Management to scale its wealth and trust offerings in the United States. The decision was made as part of a broader digital transformation effort and aligned with a concurrent core banking modernization program. The FIS Global Unify Wealth Management Platform deployment focused on wealth and trust functional capabilities, including client onboarding and relationship management, portfolio management and reporting, custody and accounting workflows, and advisor workflow automation. Implementation work explicitly included integration with FIS trust accounting to centralize trust accounting and reconciliation activities, and the platform name FIS Global Unify Wealth Management Platform was used as the primary vehicle for these capabilities. Integrations were planned around the bank's core banking modernization, with the initiative scoped to connect wealth modules to core banking services and FIS trust accounting. Operational coverage targeted Fifth Third Bank wealth management, trust operations, and advisor teams in the United States, consolidating operational processes across those business functions to support scaled wealth and trust product delivery. Governance and rollout planning accounted for a multi year program timeline, the go live milestone was estimated a couple of years after contract signing due to project scope. Process restructuring emphasized advisor workflow improvements and operational efficiency in trust servicing, with governance changes to align trust accounting operations and wealth management procedures under the new platform. |
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