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Consulting Services |
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WMSI’s skilled team of retirement industry veterans can work with you to develop robust servicing solutions to address your specific operational and product requirements – everything from distribution and rollover processing to Web-based retirement projection tools.
We pride ourselves on our ability to:
- Perform detailed assessments to identify new rollover revenue opportunities as well as product and service gaps
- Design, develop and deploy applications in support of strategic business goals
- Create advisor and participant-based financial planning tools and calculators
- Develop all-inclusive, multi-faceted marketing plans
Providing high-quality, customer-oriented service, we specialize in:
Product & Application Development
- Participant Web site and servicing applications, including online distribution processing
- Web-based, interactive retirement projection calculators
- Plan document generation systems
- Call Center servicing applications
Strategic Assessments
- Analysis of rollover opportunities as well as current product offerings and gaps
- Evaluation of customer servicing channels and capabilities
- Review of current IRA account opening capabilities
- Development of distribution processing requirements
Marketing Strategy/Tactical Plan Development
- Define of marketing campaigns to proactively market services to target specific audiences, especially those who will generate the greatest long-term value for the firm
- Create participant materials promoting rollover services
- Develop and support program rollout strategies including internal relationship and client team support
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