Wolters Kluwer
Fiserv leverages capabilities from Wolters Kluwer to support compliant consumer and business account opening through various of its account opening solutions.
Highlights
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Strategic Partnership
Fiserv and Wolters Kluwer work together to deliver compliance documentation in Fiserv account opening solutions.
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Compliance You Can Trust
Wolters Kluwer has worked with thousands of financial institutions and with regulatory changes for over 70 years. They stand behind their documents with an industry-leading warranty.
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Tailored Deposit Account Disclosures
The Deposit Expansion Pack includes disclosures that reflect your institution's specific policies, products and services.
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License to Use Content in Any Channel
The Deposit Expansion Pack provides consistent compliance content across channels – online, in-branch, lobby, etc.
Overview
Fiserv partners with Wolters Kluwer to incorporate compliant account opening documents into its account opening solutions, including Aperio, Business Process Manager, Deposit Essentials, Deposit Director Flex, Engage, Instant Open for DNA and New Accounts for Cleartouch.
Related Apps
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This application auto closes accounts based on account level criteria. The accounts current balance needs to be zero for a specified amount of days based on its major/minor. The available balance is not always be zero.
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This application enables users to initiate a person level Fraud Lockdown process which locks down the accounts and persons whenever a fraud is identified.
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The Mail Restriction Tool DNAapp allows users to easily set and adjust Mail Restrictions, Overrides, and an optional UserFieldCode to some or all the accounts related to an account holder.
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Quick Member Verification allows contact center employees to quickly and efficiently validate members over the phone via out-of-wallet questions and answers.