Integrates well with core banking system
Rating: 8 out of 10
June 01, 2021
Verified User
Vetted Review
Verified User
9 years of experience
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
70.83333333333333%
7.1
- 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.
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.