List of FIS Global Unify Wealth Management Platform Customer Relationship Customers
Jacksonville, 32204, FL,
United States
Since 2010, our global team of researchers has been studying FIS Global Unify Wealth Management Platform Customer Relationship 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 Customer Relationship for CRM and Investor Relationship 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 Customer Relationship for CRM and Investor Relationship 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 Customer Relationship, 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.
The FIS Global Unify Wealth Management Platform Customer Relationship customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Amg National Trust Bank | Banking and Financial Services | 150 | $40M | United States | FIS Global | FIS Global Unify Wealth Management Platform Customer Relationship | CRM and Investor Relationship Management | 2020 | n/a |
In 2020, AMG National Trust Bank implemented FIS Global Unify Wealth Management Platform Customer Relationship to modernize its wealth management operations and enable advisors to deliver more personalized, multi generational client experiences. The deployment targeted CRM and Investor Relationship Management use cases, consolidating client records and advisor workflows into a single advisor facing environment. The FIS Global Unify Wealth Management Platform Customer Relationship provides client 360 degree views and advisor facing functionality intended to support investor engagement and relationship management across household and multi account relationships.
Configuration emphasized CRM and investor relationship modules with client profile aggregation, advisor task orchestration, and workflow automation for advisory lifecycle management. Operational scope centered on advisory teams and wealth management operations in the United States, with governance changes that centralized client data stewardship and tightened advisor access controls to align front office engagement with centralized CRM processes. The rollout focused on streamlining advisory workflows and enabling multi generational client engagement as the primary business objectives.
|
 |
Fifth Third Bank | Banking and Financial Services | 18676 | $8.3B | United States | FIS Global | FIS Global Unify Wealth Management Platform Customer Relationship | CRM and Investor Relationship Management | 2021 | n/a |
In 2021, Fifth Third Bank implemented FIS Global Unify Wealth Management Platform Customer Relationship as its CRM and Investor Relationship Management solution as part of a broader core-banking and wealth and trust modernization program. FIS Global Unify Wealth Management Platform Customer Relationship was selected to give advisors a 360° view of investor assets, improve data-driven advice and increase operational efficiency. The initiative was positioned to centralize advisor client engagement and investor relationship workflows within the bank's wealth businesses.
The deployment emphasized front-office advisor dashboards, client 360° views and integrated workflows that support advisor client relationship processes, aligning CRM and Investor Relationship Management capabilities with advisory workflow orchestration. Configuration work focused on advisor-facing interfaces, consolidation of client profiles and workflow automation to standardize onboarding, periodic reviews and service tasks. The implementation used the platform's CRM-oriented functionality to instrument advisor decision support and client interaction tracking.
The implementation was coordinated with the broader core-banking and wealth and trust modernization effort to align front-office workflows with centralized account and custody data feeds. Operational scope covered wealth advisory and trust operations and advisor teams, and governance changes emphasized standardized advisor workflows and data governance to sustain a unified client 360° view. Fifth Third Bank leveraged FIS Global Unify Wealth Management Platform Customer Relationship to centralize investor relationship management and advisor-facing operational capabilities within its wealth business.
|
Buyer Intent: Companies Evaluating FIS Global Unify Wealth Management Platform Customer Relationship
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||