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Aperio ranked in leader category for its modern-looking user
interface, institution-defined workflow processes and its "best next"
interaction feature
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Fiserv only vendor to appear in the leader category
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Business Process Manager from Fiserv ranked as major player for
allowing users to add business rules and instant issue codes and its
unique wizard interface
BROOKFIELD, Wis.--(BUSINESS WIRE)--
Fiserv,
Inc. (NASDAQ: FISV), a leading global provider of financial services
technology solutions, announced today that its Aperio™
solution was the only solution to appear in the Leader category in the
IDC Financial Insight report, "IDC
MarketScape: North America Retail Banking Employee-Assisted Deposit
Customer Onboarding 2014 Vendor Assessment." In addition, its Business
Process Manager (BPM) solution was ranked as a Major Player in the
report.
This IDC
Financial Insights report provided an assessment of six retail
banking employee-assisted onboarding software solutions, how the major
vendors compared with each other, and what criteria are most important
for financial institutions to consider when making their buying
decision. Strengths of the Aperio solution called out in the report were
its modern-looking user interface; that its workflow is executed based
on processes defined by the institution; and that it includes a "best
next" interaction feature to guide the financial institution's employees
in discussions with the customer early in the relationship.
The BPM solution from Fiserv was lauded for allowing users to add
business rules for occurrences such as high dollar deposits and allowing
for instant issue codes. The BPM wizard interface is unique and provides
an alternative method to managing workflow.
"Onboarding the consumer's deposit relationship is at the heart of what
the branch has been designed to facilitate," said Karen
Massey, senior research analyst, banking, IDC
Financial Insights. "There is a great untapped opportunity for
financial institutions to not only provide the most efficient session in
onboarding a new customer, but to also better leverage vendor solutions
for the right customer information to deepen the relationship."
"Technology like account opening solutions can help transform the branch
into an experiential environment. Successful financial institutions will
provide a quality experience at every channel and realize the in-branch
experience offers their best opportunity to stand out," said Jaime
Dominguez, director of product strategy, Bank Solutions, Fiserv. "Our
solutions rank highly because Fiserv provides clients with solutions
that help enhance their brand, secure relationships, retain deposits,
grow new business and, most of all, drive change to the customer
experience."
Aperio from Fiserv is a cross-channel customer interaction solution
suite that enables customer relationship management (CRM), business
process management (BPM) and enterprise application integration (EAI),
customer analytics, campaign management and imaging to work in concert,
pointing customers towards stronger sales and services.
Aperio integrates and automates business processes, tracks customer
interactions across multiple channels, and provides organizations the
information and analytics to proactively make decisions about how to
proceed with customers - based on real-time data.
BPM from Fiserv automates account opening and many other business
management processes. It provides workflows that simplify both routine
and complex customer service and interoffice tasks, including change of
address, check ordering, wire transfers and risk assessment.
Customizable templates walk tellers, call center agents and back-office
staff through account openings and other procedures, minimizing human
error. And integration with the financial institution's core platform
means that information gathered during account openings and other tasks
automatically flows to the core database.
Additional Resources:
About IDC MarketScape
The IDC
MarketScape vendor analysis model is designed to provide an overview
of the competitive fitness of ICT (information and communications
technology) suppliers in a given market. The research methodology
utilizes a rigorous scoring methodology based on both qualitative and
quantitative criteria that results in a single graphical illustration of
each vendor's position within a given market. IDC
MarketScape provides a clear framework in which the product and
service offerings, capabilities and strategies, and current and future
market success factors of IT and telecommunications vendors can be
meaningfully compared. The framework also provides technology buyers
with a 360-degree assessment of the strengths and weaknesses of current
and prospective vendors.
About Fiserv
This year, Fiserv, Inc. (NASDAQ: FISV) celebrates 30 years of leadership
in financial services technology. As one of FORTUNE® magazine's
World's Most Admired Companies, Fiserv is helping clients worldwide
achieve best-in-class results by driving innovation in payments,
processing services, risk and compliance, customer and channel
management, and business insights and optimization. For more
information, visit www.fiserv.com.
FISV-G
Media Relations:
Julie Nixon
Senior Public Relations
Manager
Fiserv, Inc.
678-375-3744
julie.nixon@fiserv.com
or
Additional
Contact:
Wade Coleman
Director, Communications &
Thought Leadership
Fiserv, Inc.
678-375-1210
wade.coleman@fiserv.com
Source: Fiserv, Inc.
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