#1 most frequent
United States of America
95.7%44 installations of 46
What is Fiserv Director?
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.
Categories & Use Cases
Top Performing Features
Content capture & imaging
The system supports the digitization of content.
Category average: 8.6
File sync, storage & archiving
Storage system for long-term preservation & retention of content in an organized fashion; foundational to the ECM.
Category average: 8.6
Security, risk management & information governance
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.
Category average: 8.5
Areas for Improvement
Integration
Integration with 3rd-party systems like ERP, SCM, or CRM
Category average: 8.3
Records management
Secure, policy-controlled and compliant storage, retrieval and production of records, transactional or otherwise.
Category average: 8
Content publishing & creation
Supports the publishing of content to web pages or other avenues leading out of the enterprise.
Category average: 7.7
Who Buys & Uses Fiserv Director
#2 most frequent
Germany
2.2%1 installation of 46
#3 most frequent
South Africa
2.2%1 installation of 46
Integrates well with core banking system
Pros
- Records retention
- Electronic document workflow
- Easily importing of electronic documents
Cons
- 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.
Return on Investment
- 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.
Other Software Used
IBM Sterling Connect:Direct, Sage Fixed Assets