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See the types of consulting services WMSI provides:
Product & Application Development
Partnering with clients to develop product and application solutions designed to enhance service offerings, we’ve deployed:
- Participant Web site and servicing applications
- Web-based, interactive retirement projection calculators
- Plan document generation systems
- Online distribution processing applications
- Call Center servicing applications
- Participant marketing databases
Strategic Assessments
Working side by side with leading financial firms to perform strategic rollover assessments, we’ve helped our clients:
- Analyze rollover opportunities
- Assess current product offerings and gaps
- Evaluate customer servicing channels and capabilities
- Review current IRA account opening capabilities
- Determine distribution processing requirements
Marketing Strategy/Tactical Plan Development
To maximize rollover opportunities, WMSI works with our clients to:
- Proactively market their services to participants
- Define marketing campaigns to target specific audiences
- Market products and services to customers 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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