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Fiserv will join Retirement Security Centers in a strategic alliance
to present at the FPA's prestigious Major Firms Symposium
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Presentation reveals how financial professionals can produce higher
quality service and advice
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Retirement Security Center to demonstrate the value that Retirement
Illustrator from Fiserv adds to their business
BROOKFIELD, Wis.--(BUSINESS WIRE)--
Fiserv,
Inc. (NASDAQ: FISV), a leading global provider of financial services
technology solutions, announced today that it will present with
Retirement Security Centers (RSC), at the Major Firms Symposium for
senior executives during the FPA Experience 2013 Conference in Orlando,
Fl. The presentation will be held on Saturday, October 19, at 12:30 p.m.
ET. Attendees will gain valuable insight on how to increase sales
revenue and client collaboration by leveraging illustrated retirement
planning technology to deliver actionable financial advice. RSC will
also provide a live demonstration on how this technology has been
successfully applied in its practice using Retirement Illustrator™ from
Fiserv.
Pierre Bossaert, MS pfp, CFP®, QFP from Fiserv will join
Briggs Matsko, CFP®, CRPC® and Jeff Maas CFP®,
ChFC®, CRPC® to deliver the presentation. Matsko
and Maas are CERTIFIED FINANCIAL PLANNERS™ and co-founders of RSC,
headquartered in Sacramento, Calif.
The joint presentation will reveal how financial professionals can
produce higher quality service and advice, which is much-desired by
investors across the nation. According to an August 2013 survey
published by the Certified Financial Planner (CFP) Board of Standards, a
nonprofit organization fostering professional standards in financial
planning, a large majority of Americans now seek holistic financial
planning and advice. The CFP Board finds that 70 percent of those
surveyed "prefer an advisor who has the ability to look at their whole
financial situation, as opposed to an advisor who specializes in one
area," such as investments.
"Advisor desktop technology yields high value and will be a top area of
investment for wealth management firms in the next 12 months and
beyond," said Darrin Courtney, research director, CEB TowerGroup. "There
are already very strong solutions available in the market today, with
technology providers such as Fiserv that have delivered on the current
need and are continuing to move in the right strategic direction."
"Fiserv recognizes that financial professionals must provide
interactive, holistic financial advice as a means to increase client
collaboration and the execution of their strategic investment plans,"
said Cheryl Nash, president, Investment Services, Fiserv. "We are
particularly energized about the sizable increases in profitability and
productivity that are being recognized by our client firms and financial
advisors across the wealth management industry after adopting our
technology."
Fiserv will also be offering complimentary consultations during FPA
Experience 2013. Situated at Exhibition Booth #207 in the West Hall of
Orange County Convention Center, Fiserv will share additional expertise
and functional demonstrations of its technology, including Retirement
Illustrator and AdvisorVision™, the financial planning solution ranked
"Best-in-Class" by CEB TowerGroup in July 2013. In addition, Matsko and
Maas will join Fiserv at the booth to demonstrate the value Retirement
Illustrator adds to their business.
Additional Resources:
About Retirement Security Centers
Briggs Matsko and Jeff Maas are registered representatives of Lincoln
Financial Advisors Corp. Securities and advisory services offered
through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC)
and registered investment advisor. Insurance offered through Lincoln
Marketing and Insurance Agency, LLC and Lincoln Associates Insurance
Agency, Inc. Retirement Security Centers is not an affiliate of Lincoln
Financial Advisors Corp. CRN 201310-2086163.
About Fiserv
Fiserv, Inc. (NASDAQ: FISV) is a leading global technology provider
serving the financial services industry, driving innovation in payments,
processing services, risk and compliance, customer and channel
management, and business insights and optimization. For more
information, visit www.fiserv.com.
FISV-G
Media Relations:
Julie Nixon
Senior Public Relations
Manager
Fiserv, Inc.
678-375-3744
julie.nixon@fiserv.com
or
Additional
Contact:
Wade Coleman
Director, Public Relations
Fiserv,
Inc.
678-375-1210
wade.coleman@fiserv.com
Source: Fiserv, Inc.
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