FIS® Unity offers a seamless, omnichannel user experience to front and middle-office wealth providers, as well as high net worth and institutional investors. It delivers a 360° view of household accounts for the wealth advisor and investor, supporting more personalized engagements. The single platform, with strong data analytics and workflow, enables users to improve efficiencies and focus on value-added activities.

The platform helps create an immersive digital experience across user channels to attract and retain the next generation of investors. Through the power of technology and data, Unity delivers predictive analytics and business intelligence, enabling a proactive approach to investors' needs. It also assists in achieving new revenue growth by streamlining workflows, reducing technology costs, increasing cross-selling opportunities, and winning new accounts. Powered by data, artificial intelligence, predictive analytics, and API integrations, Unity delivers an end-to-end solution presented in a single view and accessible across multiple channels, including a dedicated Client Insights feature for a 360° view of clients’ households.

Features & Benefits

• Personalized Client Experiences: Creates an immersive digital experience across user channels to attract and retain the next generation of investors, fostering personalized engagements.
• Proactive Investor Engagement: Leverages technology and data to deliver predictive analytics and business intelligence, enabling wealth providers to anticipate and address investors' needs.
• Revenue Growth & Efficiency: Helps streamline workflows, reduce technology costs, increase cross-selling opportunities, and win new accounts to achieve new revenue growth.
• Integrated Data & AI Platform: Powered by data, artificial intelligence, predictive analytics, and API integrations, delivering an end-to-end solution in a single view across multiple channels.
• 360° Client Insights: Provides a comprehensive 360° view of clients’ households, ensuring data is readily available to make informed wealth management decisions.