Fiserv Academy provides professional training, certifications, and advising to help you reach your goals.
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Three-day in-person interactive sessions with product experts and financial professionals.
Two-day in-person interactive sessions with product experts and financial professionals.
Two-day in-person interactive sessions with product experts and financial professionals.
Two-day in-person interactive sessions with product experts and financial professionals.
Two-day in-person interactive sessions with product experts and financial professionals.
Three-day in-person interactive sessions with product experts and financial professionals.
Three-day in-person interactive sessions with product experts and financial professionals.
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.
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.
Interact with a live instructor during a virtual webinar or in-person training session.
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.
Gain insights into the return on your investment in Fiserv learning materials and technical support with expert-led quarterly analytics reviews.
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.
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.
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.
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.
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.
We standardize the formatting of name and address records to ensure consistency across the CIF. This improves the usability of customer data, enhances integration with third-party systems, and supports a more professional customer experience.
This service helps your financial institution clean up outdated or unused name and address records within the CIF. By removing obsolete entries, we improve data accuracy, reduce clutter, and enhance the performance of downstream systems that rely on clean customer data.
This service removes outdated or unnecessary notations (e.g., POD, POA, IRA) from name records to improve clarity and reduce confusion during servicing and reporting.
We help your financial institution establish and maintain accurate relationships between names and addresses in the CIF. This ensures that customer records are complete, logically structured, and ready for use in servicing, marketing, and compliance activities.
We provide a specialized dashboard to monitor non-sufficient funds (NSF) activity. This tool helps your institution track trends, identify high-risk accounts, and evaluate the impact of NSF policies. It supports compliance, customer service, and revenue optimization efforts.
We develop interactive dashboards that provide real-time visibility into key performance indicators. These dashboards help your institution monitor trends, identify issues early, and make informed decisions quickly. Our solutions are tailored to your financial institution's needs and can be integrated with existing systems for seamless access.
Unlock the full potential of your staff with the Portico Essentials training engagement for new Portico clients.
This will be a comprehensive two-day event designed to equip participants with essential skills and knowledge for effectively utilizing the Portico system in their respective roles.
Unlock the full potential of your staff with the Portico Training Bundle from Fiserv.
This seminar is a comprehensive three-day event designed to empower banking professionals with the knowledge and skills necessary to optimize their use of the Precision system in both Loans and Deposits/Operations.
This is an opportunity for your staff to receive customized training and support on the Precision core system.
Unlock the full potential of your staff with the Precision Training Bundle from Fiserv.
This seminar is a comprehensive three-day event designed to enhance the expertise of professionals in the banking sector through targeted training in both Loans and Deposits tracks.
This hands-on session will help increase efficiency and improve daily operations related to loans.
Gain understanding of functionality controlled using Loan Accounting System Specification options and ensure your financial institution has the opportunity to ensure specification options are set to the optimal value for each class according to loan policy.
Unlock the full potential of your staff with the Premier Training Bundle from Fiserv.
Our dedicated team analyzes growth and market opportunities, benchmarks competitive offerings, and evaluates customer account usage to craft a tailored product set that aligns with your goals, while also providing implementation support, staff training, and ongoing success measurement through Scorecard Management.
Unlock the full potential of your staff with the Prologue Training Bundle from Fiserv.
We develop interactive dashboards that provide real-time visibility into key performance indicators. This dashboard focuses on customer relationships, tracking engagement, product usage, and cross-sell opportunities. It helps your relationship managers prioritize outreach, deepen customer connections, and drive growth through personalized service strategies.
Streamline your onboarding process with our comprehensive Relationship Rewards (RRW) installation and product setup, designed to ensure a seamless integration that maximizes your program's effectiveness and enhances customer engagement.
Our team assists with migrating customer access structures in Retail Online to more modern, flexible configurations. We ensure that access rights are preserved while enabling enhanced digital experiences and simplified account management for both customers and staff.
Our advisory team uncovers revenue and efficiency opportunities within your existing operating environment, and in the next phase, we will develop business cases for these opportunities to define their financial impact and outline necessary implementation considerations.
Tailored to your financial institution's needs, our review of SBA loan processing identifies potential changes and offers sessions that can enhance overall understanding or provide a more in-depth analysis based on your specific preferences.
Gain a comprehensive understanding of Navigator Security, including user access management and its impact on other Premier applications, while exploring streamlined approaches to enhance the security audit process.
Join us for a focused session on your financial institution's current Safe Deposit Box specifications, designed to enhance staff understanding of billing timing, options, customer notifications, late fees, and key deposits, while also addressing challenges related to specific transactions.
We assist in setting or updating the primary contact and phone number for customer records, ensuring that communication preferences are accurate and consistent across all channels.
Learn how to establish and maintain non-accrual and charged-off notes in this session, covering non-accrual codes and payment processing options directly related to both customer and financial institution balances.
Our comprehensive program explores the setup, structure, and capabilities of the Teller system, providing in-depth discussions on Teller Parameters, the Supervisor system, and the SIR module, while reviewing current configurations and options that enhance functionality and accessibility.
Discover how your financial institution can leverage TMS as a superior alternative to IES Block Entries or paper tickets, while maintaining dual control when necessary. Our discussion highlights the advantages of predefined templates for managing Tran Code usage, ultimately reducing non-post transactions and enhancing reporting accuracy.
Our high-level review equips bank staff with a comprehensive understanding of DDA/SAV/COD transaction code setups within Premier specifications, covering key areas such as REG D regulations, service charge item types, transaction restriction code markers, and IRA/HSA reporting, while also touching on the mapping of external transaction codes to internal transaction codes within IES specifications.