Fiserv Director vs. Veeva Vault PromoMats

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

It's great for keeping us organized and on track with our projects.

Incentivized

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

Incentivized

• Document management
• Multi-agency notifications
• Approvals for appropriate teams

• 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

• Ability to edit documents in Veeva
• More mobile friendly
• Perhaps an email approval ability

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

Haven't tried any other products.

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

• It has made our projects move smoother and quicker through the system so our time is more optimized.

Incentivized