Fiserv Director vs. OpenText Extended ECM Platform

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

Information control. Information management. Not good at collaboration or collaborative work on documents. Administration is complex, and requires highly specialized teams to do it.

Incentivized

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

Incentivized

• Searching
• Create Metadata to help with searching
• Control versioning you can see multiple versions of a document and can revert back to it if necessary.
• Document management, it has built in house keeping features.
• One source of the truth.

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

• Flow management.
• Inefficiency in BD.
• Electronic signatures.

Incentivized

OpenText Enterprise Content Management is reliable and it has a friendly user interface. It can replace all legacy document repositories. With the integrations with SAP, it gives non-Sap users visibility into documents that are critical for making key decisions.

Incentivized

It is used for the basics of the tool, without taking advantage of the options it has.

Incentivized

The support is not very efficient, either by a partner or directly from Opentext. The support for Latin America is very limited by the language, and they do not have specialized support that supports the Spanish language.

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

• 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

• Users are empowered to manage their own content
• Employees are more effecient, not spending a lot of time searching for documents.
• Reduced company liability

Incentivized