WMSI Launches Next Generation Call Center Platform Expanding Participant Servicing Capabilities & Key Features

Share Article

WMSI’s newest call center platform provides clients with the flexibility to aggregate unlimited plan, participant and advisor data feeds from internal, external and vendor sources into one centralized processing platform to provide retirement plan participants in transition with better education about their distribution options and opportunities to preserve their savings for retirement.

Increasing assets under management is highly dependent upon a firm’s ability to leverage data to deliver more personalized services and value to customers in point of service interactions, said John Geli, CEO of WMSI.

Utilizing WMSI’s web based call center platform, clients can create a centralized system that can be easily accessed by call center representatives in multiple locations and benefit from straight through processing efficiencies for multiple transaction types. Unlike traditional CRM systems, the WMSI platform is designed specifically for call centers in the retirement services industry to help representatives process retirement related transactions in the most efficient way possible. This unique offering also enables clients to create and leverage customized workflows and logic in support of each transaction type.

Full end -to -end service delivery

Initially designed with IRA rollovers in mind, WMSI has expanded the platform’s servicing features to support several additional types of transactions including retirement plan enrollments, plan-to-plan rollovers, annuity processing, distribution processing, and even fund mapping elections. WMSI’s technology can also re-purpose recordkeeping data to facilitate product account openings or to channel lead referrals to advisors. The system provides clients with the flexibility to customize the user interface to provide meaningful, real time guidance to their representatives during point of call. Using WMSI’s platform, clients can virtually eliminate processing errors while significantly reducing call times, processing timeframes and representative training requirements.

This end-to-end system also provides clients with plenty of optional features outside the call center environment such as the ability to run on demand custom reports and data mining queries, and even the ability to print personalized marketing collateral using WMSI’s in-house print and fulfillment capabilities. WMSI can also create and provide files to print vendors on behalf of their clients.

“In today’s competitive retirement landscape, increasing assets under management is highly dependent upon a firm’s ability to leverage data to deliver more personalized services and value to customers in point of service interactions,” said John Geli, CEO of WMSI. “Our Call Center Platform is a very cost effective way for firms to harness data, streamline process flows and enhance customer interactions to yield quantifiable results.”

WMSI’s call center technology is scalable and highly customizable to address the individual needs of all retirement customers.

About Wealth Management Systems Inc. (WMSI)

Wealth Management Systems Inc.(WMSI) is the leading provider of technology based rollover services within the financial services industry. The company also leverages its technology and subject matter expertise to develop college planning, retirement planning and personalized communications tools designed to educate and motivate participants and financial advisors. WMSI is dedicated to helping service providers, plan sponsors, and advisors support employees in maximizing their workplace benefits to achieve financial well being and longer term financial security. For more information, please visit http://www.wealthmsi.com.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Visit website