Scale and reach Target Reliance Trust as a mid-sized financial services provider with $100M-$250M revenue and a broad institutional client base, highlighting opportunities for technology-enabled trust and investment management solutions that scale with their CIT offerings.

Strategic fit Position FIS capabilities as a seamless extension to Reliance Trust post its acquisition and integration, emphasizing enhanced efficiency, cost savings, and unified wealth management and retirement solutions for institutional and retirement market clients.

Tech leverage Leverage Reliance Trust’s use of modern tech stack elements (Azure AD, Azure Front Door, Commerce Cloud, Adobe Target) to propose integrated asset and identity management, cloud security, and customer experience optimization solutions.

Growth potential With Reliance’s emphasis on innovative CIT solutions and scalability, present products that support growth in retirement and institutional markets, such as compliance, data analytics, and governance tooling to manage large AUM (over $1.6T for the parent ecosystem).

Strategic alliance Highlight cross-sell opportunities within the FIS ecosystem by showcasing how Reliance Trust benefits from FIS’s global fintech platforms, enabling integrated wealth management, retirement services, and technology-enabled client success programs.