Name: Fiserv Director
Rating: 8 (2 reviews)
Author: Fiserv

Help Desk

Web and Video Conferencing

Customer Support

AI Development

Beta Testing

Performance Testing

Virtual Reality

Development

Business Intelligence (BI)

Collaboration

Emissions Management

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Online Notary

Enterprise

Accounting

Accounts Receivable

Crypto Tax

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

AI Governance

Cloud Storage

Custom Software Development Services

Data Deduplication

Data Science

Database-as-a-Service (DBaaS)

Fraud Detection

Game Engine

Integration Platform as a Service (iPaaS)

Intranet

Migration

Network Performance Monitoring

Open-Source Database

SaaS Management

Service Virtualization

Time Series Databases

Value-Added Resellers (VARs)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Data Management

Ecommerce Personalization

Email Marketing

Marketing Automation

Mobile Advertising

Press Release Management

Product Intelligence

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Point of Sale

Sales Enablement

Sales Training

Sales

Secure Service Edge (SSE)

Security

Banking

Digital Forensics

Equation Editors

Geographic Information

Hospital Management

Insurance Agency Management

Insurance Claims Management

Intelligent Document Processing

Medical Office EMR & EHR

Physical Therapy

Veterinary

Vertical-Specific

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Director from Fiserv is offered by the vendor as a fully customizable suite of solutions that work separately and together to meet any specific ECM needs. No matter what type of document a business needs to use, from ID cards to legacy reports, these solutions can help scan, import, store, modify and distribute the documents electronically.

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Fiserv Director

Enterprise content management (ECM) is a set of tools and methods that allows a corporation, agency or organization to obtain, organize, store and deliver information crucial to its operation. The fundamental objectives of ECM are to streamline access, eliminate bottlenecks, optimize security, maintain integrity and minimize overhead.

According to the Association for Information and Image Management (AIIM), ECM can be broken down into five major components called capture, manage, store, preserve and deliver. The purpose of each component can be briefly defined as follows:

-Capture: Create, obtain and organize information.
-Manage: Process, modify and employ information.
-Store: Temporarily back up frequently changing information in the short term.
-Preserve: Back up infrequently changing information in the medium and long term.
-Deliver: Provide clients and end users with requested information.

ECM has become increasingly important and complex in recent years for a number of reasons. Financial fraud and data breaches -- and regulations designed to prevent them -- have made effective information governance essential. There are new sources of content, such as unstructured data from social networking websites. Enterprises also need to manage content effectively for integration with business intelligence/business analytics (BI/BA) applications that help them to use the available information to guide business decisions.

Enterprise Content Management

Likelihood to Recommend

Content capture & imaging

File sync, storage & archiving

Document management

Records management

Content search & retrieval

Enterprise content collaboration

Content publishing & creation

Security, risk management & information governance

Contract lifecycle management

Automated workflows

Artificial intelligence

Integration

Fiserv, Inc. is a leading global technology provider serving the financial services industry, with software solutions for payments, processing services, risk and compliance, customer and channel management, and business insights and optimization. The company was founded in 1984 and is based in Brookfield, Wisconsin. 

Fiserv

Features related to managing business content and transactional content for enterprises.

The system supports the digitization of content.

Storage system for long-term preservation & retention of content in an organized fashion; foundational to the ECM.

Beyond capture, the ECM supports sharing, distributing, printing, faxing, etc.

Secure, policy-controlled and compliant storage, retrieval and production of records, transactional or otherwise.

Helps users find the content they are looking for. Various methods for assistance include filters, tags, metadata, and the like.

ECM support file and content sharing within the enterprise, or integrate with preferred collaboration software or modules. May also be referred to as social intranet.

Supports the publishing of content to web pages or other avenues leading out of the enterprise.

Security controls with rules, policies, and permissions defining and delimiting access to content and records. This is a core feature, and a necessity for enterprises.

ECM tools optimize business transactional processes where they can improve or automate the contract lifecycle  (e.g. Invoice Management, Proposals, etc.). This component is similar to the features provided by advanced contract management software.

Automated workflows include contract management, invoice processing, etc.

Artificial intelligence and natural language processing help automate document classification

Mobile support

Integration with 3rd-party systems like ERP, SCM, or CRM

IBM Sterling Connect:Direct

Sage Fixed Assets

Fiserv Director 2021-05-27 08:18:00

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See the ability

Automatically populate

Internet explorer

Additional modules

Ability to configure

Data input

Home

Enterprise Content Management Software

We use Fiserv Director as an electronic
document management system which allows for document storage and retrieval. This allows us to easily retrieve documents for business use, when being audited, and makes it easier to adhere to records retention policies. We also use the workflow module in Director to capture, track, edit, approve, and store electronic documents. All areas in our organization use Director.

Records retention
Electronic document workflow
Easily importing of electronic documents

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.

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.

IBM Sterling Connect:Direct, Sage Fixed Assets

Fiserv Director

Overview

What is Fiserv Director?