Fiserv Loancierge vs. Fiserv Wealth Management Network

It really just could be easier to use. I feel like there is a lot of repetition and things could be smoother between pages. Why do the loans turn red in your queue, no one has ever been able to answer me that.

Incentivized

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

• connects to Portico
• Lets you know when someone else is in your loan

Incentivized

• R&D is fantastic as they have the resources
• Online resources to help figure things out
• Easy to navigate

Incentivized

• Missing certain pieces to make it eaiser
• not everything transfers from one program to antother
• having to go back and forth between queues instead of the back button

Incentivized

• 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

Hubspot is putting everything in Loancierge into it, repetitive for tracking purposes. We also have Portico integrated with Loancierge, they do mesh well most days but some days one is down and you cannot use the other.

Incentivized

Far superior in my opinion. More features, easier to navigate and superior customer service

Incentivized

• I do not see that side of things, i just write the loans and send to underwriting

Incentivized

• 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