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Cleo Integration Cloud vs. Fiserv Wealth Management Network

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Cleo Integration Cloud

    Score9.5 out of 10
    N/ACleo Integration Cloud is a framework providing data integration between disparate systems and people within and across organizations.N/A

    Fiserv Wealth Management Network

    Score8 out of 10
    N/AThe Wealth Management Network from Fiserv is an expansive networks of managed account data and connectivity. It brings together asset managers and sponsors to perform all necessary business functions to support the industry. The Network includes messaging services, information exchange, and managed account data services.N/A
    Pricing
    Cleo Integration CloudFiserv Wealth Management Network
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Cleo Integration CloudFiserv Wealth Management Network
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    Cleo Integration CloudFiserv Wealth Management Network
    Considered Both Products
    Cleo
    No answer on this topic
    Fiserv
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    No answers on this topic
    No answers on this topic
    Implementation went as expected
    No answers on this topic
    No answers on this topic
    Best Alternatives
    Cleo Integration CloudFiserv Wealth Management Network
    Small Businesses
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    No answers on this topic
    Medium-sized Companies
    Apache Camel
    Score7.4 out of 10
    Apache Camel
    Score7.4 out of 10
    Enterprises
    TIBCO B2B Integration Solution
    Score8 out of 10
    TIBCO B2B Integration Solution
    Score8 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Cleo Integration CloudFiserv Wealth Management Network
    Likelihood to Recommend
    10.0
    (5 ratings)
    8.0
    (2 ratings)
    Usability
    10.0
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    9.0
    (2 ratings)
    -
    (0 ratings)
    User Testimonials
    Cleo Integration CloudFiserv Wealth Management Network
    Likelihood to Recommend
    Cleo
    CLEO Integration Cloud is well suited in any environment where you need to move and translate business data from one format to another or multiple other formats. It is very well suited to replace existing EDI systems that are cumbersome, are a lot of work to add new mappings (add customers for example), or where the support is lousy and you are constantly creating support tickets to try to resolve issues. It just works very well and is constantly improving including keeping up to changes made by various services such as Shopify.
    Incentivized
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    Fiserv
    Fiserv Wealth Management Network is well suited in scenarios where an organization has multiple financial services providers and would like the benefit of tying that all together and managing it from a single, unified solution. The benefit there is increased efficiency and productivity, especially when compared to the manual alternative of having managers log in to separate sponsor platforms.
    Incentivized
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    Pros
    Cleo
    • A great platform perfectly integrated with the rest of the company's software.
    • Detailed design with simple and easy access from anywhere to our information.
    • Multi-location and multi-device access.
    • We save on hardware, software and maintenance, by minimizing the user's need for powerful equipment and the programs in charge of managing and configuring them, reducing the investment in their acquisition.
    • Cleo integration is in charge of technical maintenance and updates.
    Incentivized
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    Fiserv
    • R&D is fantastic as they have the resources
    • Online resources to help figure things out
    • Easy to navigate
    Incentivized
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    Cons
    Cleo
    • A fully functional help manual would be good. Some topics have no help at all, "envelopeassemblybycontext" for instance.
    • A needed feature is to be able to sort files by either file type (FM, RS, BPS) or by filename. Some of our projects have almost a hundred files.
    • Better, more descriptive error messages. Sometimes a ruleset or process fails and the error message is not helpful.
    Incentivized
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    Fiserv
    • Cost ... it's definitely not the cheapest option out there. the way pricing is itemized and a separate upcharge for each add-on gets annoying. They can probably bundle things a little better and offer a discount on the bundled products
    • the volume of system updates and changes is nauseating at times and we have to prepare and test accordingly every time there is a scheduled update. that takes up a lot of resources; quarterly updates to products would be much easier.
    • more responsive support and ideally more stable support engineers ... it seems like turnover is high in their support roles and that impacts customer success and MTTR.
    Incentivized
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    Usability
    Cleo
    Ease in understanding and setup.
    Incentivized
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    Fiserv
    No answers on this topic
    Support Rating
    Cleo
    Great data manager in the cloud, at a competitive price, backed by a great company and great professionals.
    Incentivized
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    Fiserv
    No answers on this topic
    Alternatives Considered
    Cleo
    Before choosing a solution, we did a detailed analysis of cost, performance, scaling and support. Cleo checked all the right boxes and we have been very satisfied with our choice.
    Incentivized
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    Fiserv
    Far superior in my opinion. More features, easier to navigate and superior customer service
    Incentivized
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    Return on Investment
    Cleo
    • We have easily improved our EDI tenfold (or more) as far as ease of adding new customers for example
    • We have saved a ton of money by reducing chargebacks for missing ASNs for example
    • We have improved customer scorecards where they measure our EDI performance such as one large brand name customer we sell wholesale to who originally scored us around 28% and after implementing CLEO we quickly went to a 96%+ score.
    Incentivized
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    Fiserv
    • Speed of service is greatly improved across partners. I believe our MTTR for service requests has improved by 30-40%
    • Standardized platform for our staff which translates to better retention and a lower training effort.
    • Cost is the negative impact ... it goes without saying that using Fiserv is much more expensive to the manual alternative which is very human resource intensive but low cost. But that's to be expected ...we're just trading time for money.
    Incentivized
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