Our Services

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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