Curata vs. Fiserv Director

I liked Curata, but it depends on the use case of how it will be used as to how effective it is for someone. If you are trying to curate content it works great. Had I not been so put off by the issue mentioned earlier I would have given more effort to learn the CMS, so I am not sure how effective it really is.

Incentivized

Great for financial institutions. Integrates well with the Fiserv Premier suite. Easily imports bank reports that are generated from the Fiserv Core banking system. Would like to see more dynamic of purging documents automatically. Would like to see more functionality that is native to the Fiserv Premier application rather than having to purchase additional modules to expand its functionality.

Incentivized

• Curata is great at curating in content that is relevant to our audience. It is easy to add many different sources to the feed from all around the web and we've really seen Curata "learn" what we see as the most relevant.
• The microsite we got as part of our Curata subscription is really fantastic. It's very customizable and we've been able to really craft it to suit our needs. There are so many different options available and our Curata rep has been really great with helping us cater each piece to our vision while making helpful suggestions along the way in terms of best practices. Plus, the word processor for publishing blog posts is so easy to use and I've had no issues with it so far unlike many other CMS platforms I've worked with. The Curata microsite is actually going to be replacing our current blog very soon - we love it that much!
• I've had a great experience with customer service from Curata. Our rep is responsive and helpful and really good about not just answering our concerns but also providing feedback on our processes and giving advice for how we can improve.
• Search capabilities within the curated content feed are fabulous. This is one area where I found other solutions to be lacking when we were going through the sales process, but Curata really succeeds here. It's extremely easy to find exactly what you're looking for in your content feed.

• Records retention
• Electronic document workflow
• Easily importing of electronic documents

Incentivized

• more subscription plans as not all people need all features.

Incentivized

• More refined configuration of when to purge documents (ex. would like to see the ability to more dynamically purge documents such as the ability to purge documents x number of years after a loan has been paid in full).
• Include functionality that is native to the application without having to pay for additional modules (ex. ability to configure automatic importing of PDFs without using an index file requires a separate PDF Data Input Filter module).
• Would like to see the ability to automatically populate the Institution number in Director Unity Client.
• Would like to have seen Fiserv move off Internet Explorer faster than it has. Workflows will only appear as an option in Web Director if used in Internet Explorer.

Incentivized

For all of the features we loved when we signed on like the microsite and search capabilities and also their customer service, we will very likely renew with Curata. We also really like the evolution we have seen of the solution, just recently a new integration with Marketo (also a vendor of ours) was announced which will be very beneficial to us in optimizing our email newsletters

The main difference that made me choose Curata over Percolate is that it is not complex. Curata is easier to set up, to use, and to manage. It does not involve any complicated configuration to get the content and data you need. Curata technical support is amazing, to say the least. I am not an expert in the technical stuff, but I feel assured their team can help me out when I have an issue

Incentivized

We selected Director because it easily integrates with Fiserv Premier core banking system. We have been using Fiserv Director for over 12 years. We haven't evaluated alternatives since moving to Fiserv Director. We did use Metaviewer prior to Fiserv Director which didn't have nearly as much functionality as Director.

Incentivized

• I would say neutral for us, but more so because of how we were using it and it being a stop-gap fix for us.

Incentivized

• Increased efficiency for records retention adherence.
• Allows staff to easily and quickly retrieve electronic documents.
• Effectively electronically route documents that require tracking, approval, and storage using workflows.

Incentivized