Wells Fargo Implements ProcessUnity’s Offer Management System to help Change Conversations with Plan Sponsors

With a diverse set of product offerings, it can be challenging for retirement plan providers and their client-facing teams to keep track of the exact scope of each offer, including all associated options. Oftentimes, client service and relationship managers struggle to determine the exact extent to which clients are using different products and services and which ones they value more than others.

Wells Fargo Institutional Retirement and Trust faces similar challenges.

Download our exclusive case study and learn how Wells Fargo:

  • Gained organization-wide agreement on product and service best practices, with clear alignment to client and market value
  • Implemented an offer management solution with a robust catalog of services, supporting client insights and controls to support a culture of "Thought Leaders"
  • Positioned client-facing teams to deliver a consistent point of view on best solutions – best practices and predictable alternatives – to meet plan sponsor needs

To download the case study, please complete the form on the right side of the page.

Case Study: Offer Management at Wells Fargo

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