WMSI FEATURED IN THE SUIT MAGAZINE
WMSI's CEO, John Geli, discusses the importance of utilizing technology
to help investors prepare for retirement.
SEE WHAT'S POSSIBLE
As innovators in data management and technology solutions, WMSI can transform the way you do business today – building customer satisfaction and loyalty along the way.
WMSI aggregates data – participant, plan and advisor information – into secure centralized servicing platforms that can help you to better service customers, cross-sell products and keep more dollars in house and under management.
Utilize WMSI’s Rollover Central and Automatic Rollover Programs to create a more efficient and elegant rollover process while expanding your revenue opportunities.
COLLEGE & RETIREMENT PLANNING TOOLS
WMSI’s tools are designed to help investors, participants and advisors gain a clear understanding of costs so they can build effective savings and investment strategies that yield desired funding results.
PERSONALIZED COMMUNICATIONS & MICROSITES
WMSI's services are designed to educate employees about the full scope of their benefits – compensation, retirement and health & welfare. Our services attract and retain the best talent and help employees acheive financial well-being.
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