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Gain deep insights into your financial institution's DDA, SAV, and IRA parameters through a customizable Parameter Review that identifies potential enhancements and meets your specific understanding and analysis needs.
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Customized to suit your financial institution's needs, our review of demand deposits, savings, and certificate of deposit specifications identifies potential changes, offering sessions that range from enhancing overall understanding to providing in-depth analysis based on your specific preferences.
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Unlock the potential of the Director system as a robust storage and research tool, showcasing efficient utilization methods while customizing it to align seamlessly with your financial institution's unique structure.
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Centralizes important business content in one secure location. Fiserv partners with Hyland to offer OnBase – Hyland's flagship enterprise content and process management platform – as Director.
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Unlock the full potential of your staff with the DNA Best Practices training engagement.
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This seminar offers a comprehensive learning experience across four distinct tracks: Loans, Deposits, Operations, and CRM/BI. Participants can enhance their skills and knowledge through a variety of sessions tailored to their roles and responsibilities, whether they are subject matter experts or new users.
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Unlock the full potential of your staff with the DNA Training Bundle from Fiserv.
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This application can improve service by providing an automated process to generate an extract file for a 3rd party.
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DocFox
Implementation timeline is 30 calendar days. No Fiserv implementation fee with Communicator Open. PremiumDocFox partners with Fiserv to offer seamless commercial account opening with real-time data updates to the Premier core, eliminating manual data entry and repetitive tasks associated with business account opening.
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DocuSign eSignature can simplify transactions and deliver conveninence to financial institution customers. Convert "paperwork" into digital and satisfy consumer expectations for frictionless experiences that are fast and easy. Make doing business with your organization simple and painless.
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This service focuses on identifying and merging duplicate collateral records within the CIF. By consolidating these entries, your financial institution can improve collateral tracking, reduce risk, and ensure accurate reporting across lending and servicing functions.
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We identify and consolidate duplicate name and address records to ensure a single, accurate view of each customer. This improves servicing, reduces confusion, and supports better analytics and compliance across your financial institution.
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Engage in a dynamic session that reviews daily processes and addresses staff inquiries, covering essential topics such as Stop Pay, NSF Non Post resolutions, and various EIM functionalities, scheduled during EIM accessibility and before the daily processing cutoff.
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Epic Loan Origination Software
Implementation timeline is 30 calendar days. No Fiserv implementation fee with Communicator Open. PremiumEpic LOS by Integra Loan Tech is a cloud-based, fully integrated loan origination platform designed to streamline every stage of the lending process — from application through approval, document generation and imaging. Built for banks that demand efficiency and control, Epic empowers lending teams with intuitive workflows, powerful automation, and seamless connectivity to Fiserv’s core and imaging solutions.
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Join us for a session that covers the proper coding of escrow records for new notes to ensure accurate analysis calculations. We will discuss reporting options, disbursement of escrowed items, and highlight common pitfalls and challenges to avoid.
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Executive Suite Reports are high-level summaries designed for your senior leadership. They consolidate key metrics across business lines into concise, visually compelling formats that support strategic planning, board reporting, and performance reviews.
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Unlock the full potential of your staff with the FCRM AML Risk Manager Training Bundle from Fiserv.
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Unlock the full potential of your staff in learning the fundamentals of banking by introducing the structures of banks and credit unions and the role they play in the economy.
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We develop interactive dashboards that provide real-time visibility into key performance indicators. Our Financial Performance Dashboard provides a comprehensive view of your institution's financial health. It includes metrics such as revenue, expenses, profitability, and cost of funds, helping your executives and finance teams make data-driven decisions to optimize financial outcomes.
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Fintech Hub
Implementation timeline is 30 calendar days. No Fiserv implementation fee with Communicator Open. PremiumFintech Hub is an Integration-Platform-as-a-Service (iPaaS) designed for financial institutions that streamlines fintech integrations with Fiserv's core systems. This enhances the utility of Communicator Open by unlocking a range of intelligent financial services capabilities.
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Identify opportunities for expansion with our deposit growth gap analysis, which evaluates current performance against market potential to pinpoint areas for improvement and strategic growth initiatives.
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Our training sessions on the Item Entry System for Premier are designed to suit your financial institution's needs, offering tailored content that ranges from enhancing overall understanding to providing a more in-depth review.
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IMM’s flagship eSignature platform – IMM eSign – is used by hundreds of banks and credit unions to power millions of “end-to-end” electronic transactions every month.
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Interact with a live instructor during a virtual webinar or in-person training session.
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IntraFi Network, formerly Promontory Interfinancial Network, is the leading provider of FDIC-insured deposit solutions.
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Join us for a detailed examination of the Retirement Reporting for Premier module, showcasing its capabilities in managing IRA customer reporting, notifications, and distribution requirements. This session emphasizes understanding IRA transaction codes in relation to IRS reporting codes, while reviewing your financial institution's application and retirement specifications, and suggesting effective use of the RMD calculator, plan distribution functionality, and IRA report reviews.
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Kinective Digital Connectivity
Implementation timeline is 30 calendar days. No Fiserv implementation fee with Communicator Open. PremiumFor financial institutions operating on Fiserv Premier, Kinective Digital Connectivity (formerly OmniConnect ) offers a simplified pathway to partner with innovative fintech solutions. Unlock new capabilities and expand your service offerings through an efficient and unified connection within the Fiserv environment.
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Gain insights into the return on your investment in Fiserv learning materials and technical support with expert-led quarterly analytics reviews.
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Linker Finance
Implementation timeline is 30 calendar days. No Fiserv implementation fee with Communicator Open. PremiumLinker Finance helps banks grow deposits, streamline operations, and launch modern products,without disrupting your existing setup through a single integration that works with Fiserv’s core systems.
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LinkLive Cloud Contact Center as a Service is the leading all-in-one, AI-enabled communications platform trusted by the world’s most highly secure organizations. LinkLive stands out with modern, native call center capabilities for financial institutions.
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LinkLive Digital Customer Service empowers over 500 Fiserv clients to deliver the best customer outcomes through chat, secure mail, voice, video, and screen-share.
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Discover a comprehensive review of your institution's A-Z loan accounting, where we harness our loan core banking expertise to help you effectively utilize Fiserv Premier Software. Our consulting provides practical recommendations to align with your goals and identifies opportunities for automation that enhance efficiency, boost income, and streamline processes.
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This is an opportunity for your staff to receive customized training and support on Cleartouch Loans, covering key areas such as Consumer Lending and Mortgage Lending, while addressing essential topics like New Loan Setup, Report Review, Payment Processing, and more to empower your team with comprehensive insights and skills for success.
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We develop interactive dashboards that provide real-time visibility into key performance indicators. This dashboard offers detailed insights into your financial institution's loan portfolio, including performance, risk exposure, and growth trends. It supports portfolio segmentation, delinquency tracking, and strategic lending decisions, helping your financial institution manage credit risk and maximize returns.
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Join us for an insightful review of LAS/3200 reports, where we will explore sorting and formatting options, establish custom queries, and examine account-level links to enhance your reporting capabilities.
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Unlock potential with our deposit growth market analysis, designed to identify opportunities and strategies that will enhance your institution's deposit performance and drive sustainable growth.
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This application sets Account Overdraft Waive Variable flag based on the maximum number of consecutive overdraft fees, max overdrawn amount for an account or the Scheduled Fee Day.
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Offered by Fiserv in partnership with MeridianLink, MeridianLink Business is a rapidly enabled and complete end-to-end digital business lending solution for business banking teams.
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MeridianLink® One - Consumer Lending and Deposit Origination
Implementation timeline is 2-4 months and requires a 200hr Professional Services SOW. PlusStreamline deposit account opening and consumer lending with MeridianLink® One, now validated for Fiserv’s Premier core through Communicator Open. Enable faster onboarding, deeper consumer relationships, and a seamless digital experience across all channels with minimal IT effort. Drive growth and efficiency with proven technology built for today’s banking demands.
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A powerful, cloud-based digital engagement platform designed to help financial institutions spark meaningful conversations, strengthen relationships, and build enduring trust with customers and members. Enhance engagement, drive growth, and maximize value across all accountholder touchpoints.