Real-World Case Studies and Customer Success Stories with CardVision

Salem Five needed a flexible analysis system for its growing commercial accounts. The bank chose Weiland Account Analysis from Fiserv... to improve efficiency and competitiveness. The solution streamlined commercial account analysis and billing. Custom reporting helped decision making. Web-based access increased convenience and productivity. Profitability improved by capturing more income opportunities.
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WaFd Bank used CashFlow Central from Fiserv to replace manual invoicing and payment tools. The bank unified invoicing, payments, and... accounting into one platform. This led to an 8.9% growth in average payments per user and a 6.3% increase in new users. Average payment value rose by 9.1%. Onboarding time dropped by 41.9%. Bankers gained better insights into small business activity.
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Veridian Credit Union uses Card Developer: API from Fiserv to serve its debit and credit card members. The solution helps... Veridian deliver digital experiences that members want. Card Developer supports innovation in their card programs. The credit union aims to enhance member satisfaction and engagement. Fiserv's technology enables Veridian to meet evolving digital expectations.
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Washington Savings Bank switched to Relationship Rewards from Fiserv. They gained more control over branding and customization for their reward... accounts. The bank could change account names, logos, and colors. They also got more flexibility to adjust features in the future. The bank saved almost 95 percent in monthly costs after switching.
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Union County Savings Bank faced a major server crash that stopped banking functions. Fiserv provided data backup, recovery, and managed... IT support. The bank gained organized data, storage redundancy, and a clear recovery plan. Fiserv now manages their infrastructure. The bank reports uninterrupted service and no more surprises.
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Trustmark used Fiserv's ARP/SMS implementation service to upgrade from version 8. 0 to 10.0. The bank had not upgraded in...over 10 years and had many customizations. Fiserv upgraded Trustmark's customized code with minimal disruption. The upgrade saved Trustmark both money and time. Trustmark called it their smoothest conversion ever.
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TransferNow: Next-Day Good Funds helped a top 25 U. S. bank cut credit losses to nearly zero. The bank reduced...outbound returns and improved customer satisfaction. About 66 percent of funds now transfer next day. The solution met and exceeded the bank’s expectations. Fast, secure money movement was achieved with risk controls in place.
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Thomaston Savings Bank uses Asset Liability Manager from Fiserv to manage interest rate risk. The bank relies on the tool... for budgeting, special projects, and meeting regulatory needs. Asset Liability Manager lets them test assumptions and create "what if" scenarios. It helps the bank build credibility with regulators. The solution supports risk management and detailed reporting for leadership.
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Central Valley Community Bank used BankAnalyst Market from Fiserv to guide its expansion. The tool gave the bank insight into... new markets and helped optimize its branch network. With data-driven decisions, the bank improved branch expansion and consolidation. This approach led to maximized earnings growth and successful returns.
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Staley Credit Union switched to Fiserv for online banking after dissatisfaction with their previous solution. They chose Configure Digital for... Corillian, which integrated easily with their existing Spectrum account processing system. Staley set a goal for 50% of members to enroll in online banking, reaching 44% so far. The credit union also doubled its mobile banking users in two years. Now, 60% of online banking users use Configure Digital for Corillian.
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Neighbors Federal Credit Union used LinkLive from Fiserv to improve member service. They unified text, chat, call, email, and video... on one platform. The solution reduced software and hardware needs. Staff requirements went down while member interactions increased. LinkLive integrates with their core banking system and uses AI for secure conversations.
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Loancierge for Credit Unions from Fiserv helped Medisys EFCU process loans faster with a small team. The credit union saw... a 77% increase in average monthly loans. Staff used intuitive workflows and automated data gathering. The SaaS model removed hardware and software maintenance. Implementation and training were simple and quick.
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LinkLive Banking from Fiserv helped Salem Five Bank deliver fast customer service. The bank uses one secure platform for email... and instant messaging. This lets agents answer questions and cross-sell products. Customers now get quick answers and a better experience. The solution also reduces costs and improves efficiency.
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PeoplesBank used BankAnalyst Market to access detailed market insights. The bank gained community psychographic profiles to better understand local needs.... They identified high-growth communities for new branch locations. Individualized branch playbooks helped them serve communities and increase profitability. The solution strengthened their brand and drove growth.
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Peoples Trust Company used uChoose Rewards from Fiserv to compete with larger banks. The bank wanted to offer its debit... cardholders a strong loyalty program. uChoose Rewards helped Peoples Trust provide services equal to or better than bigger rivals. This helped the bank stand out in northern Vermont. The program supports cardholder retention and loyalty.
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Complex Community Federal Credit Union used Verifast SSO from Fiserv to solve password reset issues. Employees now access secure systems... with palm vein scans. The IT department saw a 70% drop in password resets in 30 days. Staff no longer need to remember many passwords. This improved security and saved IT time. The solution made daily work easier for everyone.
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Northwest Bank used Loan Director Flex and Deposit Director Flex from Fiserv to automate loan underwriting and onboarding. The bank needed... a digital lending solution to support growth and meet customer needs. Manual processes slowed their loan cycle and decision times. With Fiserv, they cut three days from the loan cycle and reduced decision time by two days. The new system helped them serve customers faster and grow their loan business.
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Fiserv helped Hoboken School Employees Federal Credit Union switch to Portico during the COVID-19 pandemic. The credit union faced a... choice: delay the conversion or try a virtual approach. They chose to move forward with a remote implementation. Fiserv supported them through every step. Strong communication and teamwork made the virtual core conversion a success.
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Bethpage Federal Credit Union used NOW Gateway: RTP Network from Fiserv to offer real-time payments. They became the first credit... union to connect to The Clearing House through this solution. The new system made money movement faster and easier for members. Bethpage saw an 86% average month-over-month growth in deposits in the first eight months. The credit union gained a strong channel to bring in more deposits and speed up transactions.
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Naheola Credit Union used Wisdom: Asset Liability Management from Fiserv to simplify end-of-month asset liability reporting. The credit union reduced... reporting time to one-quarter of what it was before. Staff now access real-time financials and generate reports with a few clicks. Manual spreadsheets are no longer needed. Employees input data directly into the system for fast, reliable results.
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Luther Burbank used Business Analytics from Fiserv to improve its business intelligence framework. The bank replaced its old reporting tool... with Business Analytics and iVue Advantage. This helped Luther Burbank make report creation and distribution faster and easier. The solution met the bank’s needs for compliance and complex reporting. Fiserv specialists worked with the bank to customize the tool for their reporting requirements.
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Weiland Account Analysis from Fiserv helped Tri Counties Bank improve commercial account analysis and billing. The bank saw a revenue... increase of $45,000 per month. Staff used the solution for treasury billing, statement production, and reporting. The platform enabled better customer relationships and streamlined processes. Tri Counties Bank valued the holistic benefits for their treasury management business.
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Fiserv's Credit Choice helped FNB Community Bank improve its credit card servicing. The bank connected its credit and debit card... experiences for customers. Fiserv handled all back-office, risk, and call center tasks. FNB added rewards to its credit program. The bank grew noninterest revenue without extra risk or cost.
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Hawaii State Federal Credit Union used Verifast from Fiserv to improve branch service. They needed to offer a full-service experience... in a small branch space. The credit union installed Interactive Branch Kiosks with biometric palm authentication. The kiosks connect to the DNA core account processing platform. This technology changed what members expect from a credit union branch.
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Fiserv Secure Managed Services helped Forcht Bank improve cybersecurity. The bank moved its technology infrastructure to managed services, using Microsoft... security tools and Splunk on Azure. Forcht Bank rose from the 50th to the 95th percentile in vulnerability management. The bank reduced in-house IT staffing and gained access to advanced technology. Vendor technology savings were also achieved.
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Fiserv’s card portfolio solution helped First Fidelity Bank grow card transactions by 4%. The bank saw a 5% increase in... spend volume and a 3% drop in debit transaction declines. Monthly card usage rose by 3%, reaching an average of 33 transactions per month. Data-driven insights and loyalty tools deepened customer relationships. The flexible, core-agnostic platform supported sustainable growth.
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Fiserv technology helped First Foundation Bank automate over 75% of its highest volume processes. The bank updated 99% of internal... processes for better efficiency. Asset growth reached 78% while employee count grew by only 40%. Integration and new technology enabled scalable data access. The bank built a dynamic environment for both clients and employees.
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Rally Credit Union worked with Fiserv to automate user-acceptance testing for software updates. This new process included training, test scripts,... and a dashboard for leaders. Testing hours for new software releases dropped from 360 to 25. Teams deployed new capabilities faster. Weekly dashboards and clear documentation improved productivity and efficiency.
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Fiserv helped Regions Bank boost digital banking engagement. Marketing campaigns led to higher transaction growth and more users for CheckFree... RXP, Zelle, and TransferNow. Digital adoption reduced attrition and increased product holdings. Regions Bank saw higher deposit balances and net profit. Fiserv measured results by comparing campaign and non-campaign periods.
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Fiserv helped Boulder Dam Credit Union launch Zelle for its members. The credit union's members are mostly older, but they... quickly adopted the new P2P payments service. Member engagement increased after the rollout. Deposits grew and trust remained high, with low fraud. The solution helped the credit union stay competitive with larger banks.
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Del-One Federal Credit Union replaced decades-old spreadsheets with Vantage Risk and Budgeting Manager from Fiserv. The credit union needed better... budgeting and planning as it grew and added complex products. Vantage unified all balance sheet data, making it easier to track performance and model scenarios. Leaders can now quickly see where they miss targets or overspend. The solution helps Del-One stay on budget and plan for future growth.
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Portico from Fiserv helped Southwest Louisiana Credit Union cut account opening time from up to 45 minutes to just 10–15 minutes. The credit union... automated back-end processes and eliminated manual spreadsheet accounting for indirect lending. Portico enabled easier integration with third-party apps and reduced IT help tickets by nearly 100 percent. Staff could cross-train more easily thanks to a user-friendly interface. The solution simplified workflows and reduced manual work.
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Cornhusker Bank used Data Compass from Fiserv to improve its data strategy. The bank modernized reporting with Tableau and formed... a business intelligence team. It centralized data using Snowflake for better integration. With Data Compass, the bank accessed historical transaction data and unified its data environment. This helped eliminate silos and gave a full view of the customer lifecycle.
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First Alliance Credit Union used Credit Sense from Fiserv to boost member engagement. Members could check credit scores for free... and see targeted offers. In five months, loan volume grew by 17 percent. Online and mobile engagement improved. The credit union positioned its digital banking tools as a market leader.
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Community Service Credit Union used Galaxy from Fiserv for account processing and added Verifast biometric authentication. The credit union wanted... better security and faster service for members and staff. Verifast improved security, made banking more convenient, and reduced IT support needs. Employees now sign in with a palm scan, and password resets dropped. Members enjoy a faster, safer branch experience.
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Central Bank used BankAnalyst from Fiserv to make faster, data-backed decisions. The bank wanted to spend less time collecting data... and more time growing its business. BankAnalyst helped the marketing team analyze market data quickly. Central Bank developed strategies to improve profitability and manage risk. The tool supported growth and better earnings.
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Central Bank & Trust Co. used Connected Teller for Signature from Fiserv. The bank streamlined its hold process and improved... compliance. Staff gained better access to customer information. Integration with other solutions improved. Training time for tellers decreased due to an easy-to-use design. Customer experience improved across branches.
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NBT Bank used Card Expert from Fiserv to analyze debit transaction data. The bank needed to manage new workstreams due... to asset growth and regulatory changes. Card Expert helped NBT Bank understand past performance and plan for new growth. The tool also improved reporting as operations evolved. This enabled NBT Bank to seize new growth opportunities.
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R Bank used ARGO OASIS from Fiserv to stop fraudulent checks. The bank set up the system in under 120... days. Staff now spot suspicious checks faster and more easily. Customers get better service because staff can talk to them before taking action. R Bank cut losses and lowered costs with automated fraud detection.
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Fiserv helped Patriots Bank replace several outdated systems with a single account processing solution. The bank expects to save six... figures over an eight-year contract. Patriots Bank eliminated eight vendor relationships, reducing time spent on IT management. Bank processes are now more efficient. Customers benefit from real-time transactions and improved service.
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Fiserv helped MONETA Money Bank save 30% in costs by moving to the FirstVision platform. The bank replaced its old... system for credit and debit accounts. The new SaaS platform supports card processing, ATM switching, and fraud monitoring. MONETA reduced regulatory and compliance costs. The migration was done fully off-site during the pandemic.
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Cadence Bank needed a better way to fight money laundering as it grew. Its old AML system was slow, hard... to use, and gave too many false alerts. The bank switched to AML Risk Manager from Fiserv. This tool let them set their own risk levels and scan more accounts fast. It cut down on false positives and made alerts more useful. Cadence Bank now files reports automatically and meets strict rules. The team finds more real threats and works faster.
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Granite State Credit Union used Fiserv to review mobile deposits in real time. They integrated Fiserv with their TrueChecks solution.... This let them spot counterfeit checks, non-sufficient funds, and closed accounts instantly. Staff saved time by removing manual entry and review. The process for mobile deposit review became faster and more efficient.
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Fiserv helped Bank Zachodni WBK (BZ WBK), Poland's third-largest bank, launch a new pricing and billing module. The bank unified... all product and fee services into one customer system. This solution gave BZ WBK a 360-degree view of each customer. In just a few months, the bank reduced the cost of acquiring new funds by 8-10 percent. The new system also improved business processes and restored BZ WBK's reputation for innovation.
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1st Source Bank used Card Expert to analyze its debit card portfolio. The tool gave the bank clear data and... insights. This helped the bank make better business decisions. The bank can now find new growth opportunities. Card Expert supports more confident strategies for card portfolio management.
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Card Expert from Fiserv helped Dime Community Bank increase activation rates and grow transaction counts. The bank purged unused cards... and lowered debit program expenses. Dime generated more revenue and improved ATM fleet effectiveness. Collaboration with Fiserv led to a tailored solution. Scheduled office hours and community participation supported ongoing improvements.
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Fiserv worked with Regions Bank to boost digital banking engagement. They ran marketing campaigns for CheckFree RXP, Zelle, and TransferNow.... During campaign periods, these products saw higher transaction growth, user growth, and engagement. Digital adoption led to lower attrition, more product holdings, higher deposit balances, and increased net profit. The case highlights the impact of targeted marketing on digital banking success.
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Weiland Account Analysis helped Salem Five support its growing commercial business. The bank used the solution to streamline account analysis... and billing. Custom reporting improved decision making. Web-based access increased convenience and productivity. The bank captured more income opportunities and made its offerings more competitive.
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Fiserv's Interactive Branch Kiosk and Verifast Kiosk helped First Alliance Credit Union offer more self-service options. This let branch staff... spend more time with members and provide financial consulting. The credit union improved member satisfaction with these digital banking solutions. Fiserv's technology supported better service and efficiency for the credit union.
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Card Expert from Fiserv helped Dime Community Bank clean up thousands of inactive debit cards and reduce fraud risk. The bank increased... its card activation rate by over 50% with targeted email campaigns. Dime used analytics to boost debit card usage among low-use customers and improve ATM fleet management. The collaboration enabled Dime to segment cardholders, analyze fraud trends, and optimize cash inventory. Card Expert's dashboards and reporting tools supported Dime's data-driven strategy for card portfolio growth.
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Dime Community Bank used Card Expert from Fiserv to improve its card program. The bank wanted to purge unused cards... and increase activation rates. They also aimed to grow transaction counts among low-use customers. Fiserv worked with Dime to tailor Card Expert to their needs. As a result, Dime generated more revenue, lowered debit program expenses, and improved ATM fleet effectiveness.
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Stifel Financial Corp. used Weiland BRMedge from Fiserv to review treasury operations. The solution helped the company save over $300,000... each year. Stifel found inactive accounts to cut costs and risk. The platform gave better cash management transparency. It also improved relationships with banks.
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Nium used VisionPLUS from Fiserv to launch a white-labeled Visa card solution. They entered the multicurrency prepaid card market in... under six months. Nium scaled its card issuance business to 1.7 million card accounts in less than two years. The solution now operates in 35 countries. Fiserv's platform enabled fast global expansion and regulatory compliance. Nium benefited from local support and flexible technology.
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Lenme used AllData Aggregation from Fiserv to connect borrowers with lenders in its mobile app. Before, users had trouble linking... their bank accounts and faced frequent errors. After switching to AllData Aggregation, complaints about connection issues dropped by 40%. The API-based solution gave Lenme access to over 18,000 data sources. This improved data quality and made loan processing faster and easier for users.
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DecisionLogic needed reliable, real-time banking data for lenders. Their old data aggregation vendor had ongoing reliability issues. DecisionLogic switched to... Fiserv's AllData Aggregation. This helped them provide accurate account verification for banks and brokers. The partnership improved data reliability for lending decisions.
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Interactive Brokers used AllData Aggregation from Fiserv to help clients centralize their financial accounts. The solution enabled clients to view... all their accounts in one place, even those held at other firms. After launching the standalone PortfolioAnalyst tool, converted accounts increased by 183%. Assets under management grew from $1.2 billion to $2.1 billion in three years. The number of PortfolioAnalyst users rose 40% over three years, reaching 970,000.
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DailyPay used Digital Disbursements from Fiserv to give employees instant access to earned wages. The goal was to help employees... gain more control over their pay and improve financial security. DailyPay needed a payment solution that worked 24/7. Fiserv provided instant payments to support this mission. This helped DailyPay boost adoption and success of their service.
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FirstVision from Fiserv helped FE CREDIT launch its credit card offering in just months. FE CREDIT became the first consumer... finance company in Vietnam to issue credit cards. The solution enabled FE CREDIT to issue an average of 37,200 cards per month. FE CREDIT also introduced loans-on-credit-card, expanding its product range. The partnership supported rapid revenue growth and faster time to market.
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Citi Financial used Weiland BRMedge from Fiserv to automate its bank fee analysis. The solution gave Citi Financial a full... view of its treasury operations. It helped cut bank fees and boosted productivity. The platform made cash management more transparent. Citi Financial could now grade banking partners and spot missing account protections. The company also found more fee-efficient cash management strategies.
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AML Risk Manager from Fiserv helped Pan-American Life Insurance Group manage anti-money laundering compliance across 22 countries. The company replaced... over 20 manual spreadsheets and multiple vendors with a single, centralized platform. This solution improved risk detection, reduced operational costs, and gave leaders real-time visibility into compliance activities. The new system also supports FATCA, CRS, watch list filtering, and transaction monitoring. Pan-American now has a unified view of global compliance and can respond faster to regulatory changes.
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Fiserv helped a Fortune 500 warranty insurance company move from multiple legacy systems to a single service organization using Salesforce CRM. The company faced... slow response times and high infrastructure costs due to fragmented policy and claims management systems. Fiserv streamlined dealer onboarding and improved client communications. The transition reduced infrastructure costs and improved data accuracy. The company now benefits from unified reporting and lower support costs.
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Guardian used the Financial Crime Risk Management Platform from Fiserv to fight money laundering and fraud. Before, Guardian managed alerts... manually with spreadsheets. Now, the platform monitors all products and automates alerts, speeding up investigations. Guardian added Payment Fraud Manager and created a referral center for suspicious activity. The solution improved collaboration, visibility, and regulatory compliance across the company.
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CareSource used Fiserv's unified payments platform to modernize premium payments. They adopted omnichannel, mobile-first payments to make premium collection easier.... Now, 15–18% of premium payments come from mobile devices. Members have more flexible payment options. Staff efficiency and reporting visibility improved. The platform supports future growth and innovation.
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AML Risk Manager from Fiserv helped The Empire Life Insurance Company automate anti-money laundering risk monitoring. The company replaced manual,... fragmented processes with a single, objective risk ranking system. This reduced the number of high-risk clients flagged and saved staff time. Compliance teams now see all alerts and policies in one place. The solution improved audit readiness and increased confidence in compliance.
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Major US banks, including JPMorgan Chase and Bank of America, are in talks to acquire Fiserv's STAR debit network. This potential sale... aligns with Fiserv's strategy to refocus on software and AI-powered platforms. The deal could impact debit transaction processing and interchange fee management, with implications for regulatory scrutiny and Fiserv's business strategy.
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Fiserv and Cognition have partnered to deploy Cognition's AI software engineer, Devin, to modernize core banking technology. This collaboration aims... to accelerate the delivery of new capabilities to Fiserv's financial institution clients by shortening release cycles and enhancing platform performance. Devin will be used across strategic engineering initiatives, supporting Fiserv's commitment to integrating AI into its operations.
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Fiserv has partnered with Cognition to deploy its AI software engineer, Devin, to modernize core banking platforms. This collaboration aims... to accelerate software release cycles and enhance platform stability and security. Devin will handle complex engineering tasks, allowing Fiserv's teams to focus on delivering high-quality improvements and innovations to financial institution clients.
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Thread Bank has selected Finxact from Fiserv as its core banking platform to enhance its embedded banking strategies. This partnership aims... to provide scalable, compliant solutions for community banks, leveraging Finxact's API-first approach and Fiserv's compliance expertise. Infinant will support the initiative with its Interlace Platform, offering a modern user interface for banking and payment processing.
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