SecuritiesTechCheck

Can you manage your operations in real time?

QUESTION 2

Are you meeting your customers’ digital demands?

QUESTION 3

The world is moving faster than legacy technology can handle.

tech reality check

Take the quiz

Are your confident that you’re using the most modern tech?

QUESTION 4

But are you the best you can be? At FIS, we’re doing more than constantly investing in our solutions – we put them to work for you. FIS® Securities Processing Suite provides a global, real-time view of your operations, with AI-driven risk analysis, digital remote access and simplified integrations. Now you can do more than just keep pace with change – you can be ready for whatever comes next.

you're in good shape

congratulations

Manual processes, lack of a real-time view into data and business activities, and increasing digital demands are all driving cost and risk. Many firms trudge along with legacy systems because they believe modernization costs too much, or that the process is just too risky and outweighs the advantages. But what if you didn’t have to choose between cost cutting and modernization? Take this quiz to find out.

Our technology provider understands that the securities industry is complex. They give us real-time, nimble, intelligent technology.

Our technology doesn’t offer advancements like AI and our provider doesn’t update it regularly. We’re worried that our growth will stagnate.

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FIS’ securities processing solutions can lower your TCO and modernize your platform. FIS® Securities Processing Suite provides a global, real-time view of your operations, with AI-driven risk analysis, digital remote access and simplified integrations. Now you can do more than just keep pace with change – you can be ready for whatever comes next.

SOUNDS LIKE IT’S TIME FOR A CHANGE

DON’T WORRY

Take the quiz again

We are often trailing our competitors because we can’t adapt quickly – our systems aren’t truly real time or scalable.

My technology is game changing, and our offerings are ready to go to market quickly.

YES

Does your tech enable you to grow?

QUESTION 1

We don’t have a real-time view into our operations, and we waste a lot of time and resources on manual processes and searching for data.

We have a simple, intuitive operational dashboard that lets us see exactly what is happening in real time across our entire operation.

YES

Our advisors are actually leaving because we can’t meet their needs for immediate access to data.

We have real time, digital access for our advisors and investors. It’s fully integrated with our back-office system.

YES

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Can you access your reconciliation solution remotely?

QUESTION 1

Are you fast at preparing your data for reconciliation?

QUESTION 2

Is it relatively easy to stay on the latest version of your reconciliation solution?

QUESTION 3

We have a cloud-based solution that we can access securely online from anywhere, even in times of crisis.

Are you truly en route to redefining reconciliation?

The Data Integrity Road Test

Take the quiz

Do your reconciliations usually happen on time?

QUESTION 4

But could you go further? With our team hosting and maintaining your solution and taking on the day-to-day tasks you could do without, a fully managed service from FIS could help you deliver an even simpler, smarter and more reliable approach to reconciliation.

YOU’RE ON COURSE

congratulations

Does your reconciliation function get enough IT support?

QUESTION 5

In theory, all reconciliation should be simple, smart and reliable. But in practice, the road to true data integrity can be long – and it’s easy to take a wrong turn. The good news is that there are always shortcuts, bypasses and faster ways to travel. So, you could be closer to your destination than you think. Unsure if you’re on the right road? Take this quiz to find out.

Our solution is installed on premise – and we have to maintain the application and infrastructure ourselves.

Our data is usually ready to go – we practically jump right in and start managing the exceptions.

We waste a lot of time collecting, aggregating and translating data from different systems, ready for automated matching and proofing.

We receive automatic updates from our technology provider.

Upgrading to a new version is a difficult and tedious process.

Maintaining and monitoring an inventory of all reconciliation tasks helps us consistently meet internal deadlines and service level agreements.

We lack the overview of processes we need to make sure that data processing, matching and proofing happens when it should.

Our technology provider acts as an extension of our IT team, leaving us to focus on work that adds value.

Our IT team is stretched and we don’t get enough technical support, either internally or from our technology provider.

Get a shortcut

You may have lost your way but we’ll get you back on track. FIS’ Managed Reconciliation Service can not only run your software but also collect and tranform data feeds, onboard new reconciliations and validate matching and proofing results. Or if you prefer, we can even take your whole reconciliation process off your hands.

LET’S RESET YOUR SAT NAV

congratulations

Take the quiz again

Get a shortcut

YES