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Chevy Chase Trust selects FIS to provide unified wealth management tech platform

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FIS has been selected by Chevy Chase Trust to provide a unified wealth management technology platform and services to help the company enhance the services it provides to its customers.

Chevy Chase Trust is a privately held trust and investment management firm that manages more than USD28 billion in assets for high net-worth clients, investment advisory firms and other clients.
 
Under the multi-year agreement, FIS will provide a full suite of technology and operations services on a managed basis for Chevy Chase Trust, including custody services, trust operations, mutual fund clearing, pension processing, data warehousing, and client relationship management. FIS will also provide to Chevy Chase Trust its recently launched, digital client service portal, as well as its WealthStation solution for goal-based investing and financial planning.
 
“At Chevy Chase Trust, we place client success above all else,” says Lynn Panagos, Chief Client Services and Operations Office. “Our entire staff are committed to delivering a very personalised approach to our clients to help them achieve their goals. We believe FIS positions us to do so with the flexibility and sophistication we require while supporting our need for continued business innovation.”
 
“We are excited to welcome Chevy Chase Trust to our growing roster of trust and wealth management clients,” says Brian DuVal, head of Wealth and Retirement for FIS. “Chevy Chase Trust has an impeccable reputation for its investment management expertise and customer service excellence. We look forward to partnering with the firm to provide a unified wealth platform and outsourcing services to bring new levels of customer service and process efficiency to its wealth and trust operations.”

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