Fiserv Extends Agreement with Charles Schwab for Scalable and Integrated
Managed Account Technology
~ David Lindenbaum, vice president of managed accounts, Charles Schwab & Co., Inc.
“Our focus on integration across programs is of particular significance in helping clients like Schwab achieve efficient and cost-effective operations of managed accounts. Our goal as a technology partner is to deliver continuous value to Schwab, facilitating their focus on more integrated, flexible workflows and business models to best serve their clients.”
~ Cheryl Nash, president, Investment Services, Fiserv