Vendor Analysis
published on Jun 28, 2021
Report Overview:
This NelsonHall vendor assessment analyzes FIS' offerings and capabilities in Transforming Wealth & Asset Management Services.
Who is this Report for:
NelsonHall’s Transforming Wealth & Asset Management Services Vendor Assessment for FIS is a comprehensive assessment of FIS’s wealth and asset management services offerings and capabilities designed for:
- Sourcing managers monitoring the capabilities of existing suppliers of intelligent automation processes and identifying vendor suitability for wealth and asset management services RFPs
- Vendor marketing, sales and business managers looking to benchmark themselves against their peers
- Financial analysts and investors specializing in the support services sector.
Scope of this Report:
The report provides a comprehensive and objective analysis of wealth and asset management services offerings, capabilities, and market and financial strength, including:
- Identification of the company’s strategy, emphases and new developments
- Analysis of the company’s strengths, weaknesses and outlook
- Revenue estimates
- Analysis of the profile of the company’s customer base including the company’s targeting strategy and examples of current contracts
- Analysis of the company’s offerings and key service components
- Analysis of the company’s delivery organization including the location of delivery locations.
Key Findings & Highlights:
FIS has worked with wealth and asset managers for over 40 years, initially selling them software to support their business operations. FIS has been delivering BPS services to W&A managers for 20 years. From 2010 to 2015, FIS built and acquired services vendors which allowed FIS to provide technology, custodial, and operational services under one provider.
W&A services are provided to clients as support for FIS solutions. Today FIS’ W&A services support:
- FIS products: 90%
- Non-FIS products: 10%.
Over the past two years, FIS has opened its platforms with APIs to allow clients to utilize any module (either FIS or non-FIS) they prefer for individual processes.