Integrates well with core banking system
June 01, 2021
Integrates well with core banking system
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Fiserv Director
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.
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.
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.
- 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.
Do you think Fiserv Director delivers good value for the price?
Yes
Are you happy with Fiserv Director's feature set?
Yes
Did Fiserv Director live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Fiserv Director go as expected?
Yes
Would you buy Fiserv Director again?
Yes
Comments
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