Fiserv Director vs. OpenText eDOCS

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

My team and I have benefited positively from the work of this platform. Our content and any data that is created during the project implementation process are securely stored in a safe storage space. Documents are arranged well to enhance faster identification during the time of reference. It provides cloud-based based backup support to minimize file losses. It is best suited to the electronic data management suite.

Incentivized

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

Incentivized

• Secure.
• Accessibility.
• User experience.
• Ease of use.
• One stop solution for all types of file/data storage.
• Can be accessed via mobile, tablet, laptops.

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

• Their learning services could improve
• The cloud management isn't the best in the market

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

Microsoft SharePoint is a simpler alternative for OpenText eDOCS. It can be used for the same objectives, i.e. to share and manage content, search for information, and collaborate across business areas. Integration with other applications and platforms can be rather limited, in comparison to OpenText eDOCS, but the interface can be considered cleaner than the one of OpenText.

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

• Pros: providing secure application so that we do not worry about security perspective much.
• Pros : Ease of use.
• Pros : Accessible via mobile, tablets, cloud, laptops.
• Cons: Complex.
• Cons : Pricing can be improved.

Incentivized