WMSI Launches Next Generation Call Center Platform



Wealth Management Systems (WMSI) has released a Web-based call center platform enabling clients to create a centralized system that can be accessed by call center representatives in multiple locations.

Initially designed with IRA rollovers in mind, WMSI has expanded the platform’s servicing features to support several additional types of transactions including retirement plan enrollments, plan-to-plan rollovers, annuity processing, distribution processing, and fund mapping elections.

The system provides clients with the ability to customize the user interface to provide real time guidance to their representatives during point of call. Using WMSI’s platform, clients can eliminate processing errors while reducing call times, processing timeframes and representative training requirements.The end-to-end system also provides clients with optional features outside the call center environment such as the ability to run on demand custom reports and data mining queries, and the ability to print personalized marketing material using WMSI’s in-house print and fulfillment capabilities. WMSI can also create and provide files to print vendors on behalf of their clients.

"In today’s competitive retirement landscape increasing assets under management is highly dependent upon a firm’s ability to leverage data to deliver more personalized services and value to customers in point of service interactions,” said John Geli, CEO of WMSI, in a statement. “Our Call Center Platform is a very cost effective way for firms to harness data, streamline process flows and enhance customer interactions to yield quantifiable results.”