Fiserv Wealth Management Network vs. Porch Group Media

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

We have found Launchpad to be useful for almost every lead-generation activity.

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

Incentivized

• Intuitive navigation across software
• Easy target/lead builder selections
• Complete email marketing solution for small businesses and big corporations
• Clear directions for beginning, planning, implementing, executing, reporting
• Easy-to-use creative email templates

• 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

• Site flow could be more intuitive
• Logical flow of process
• Remove extra steps
• Provide more in-depth reporting
• Ability to name campaigns the same name
• Create standard order or reporting templates

There is room for improvement

It has been fantastic!

Would be great to have an easier white-label

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

Incentivized

I have not used another email marketing solution similar to Launchpad. I do not plan on seeking out other competitive products

• 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

• Launchpad has let us create and deliver lead files and email campaigns faster than ever before.