Case Study: Multi-Billion-Dollar Financial Institution achieves accelerated growth readiness and streamlined operations with Fiserv

Multi-Billion-Dollar Financial Institution - Customer Case Study

Multi-Billion-Dollar Financial Institution faced a planned merger that would grow its assets by 30% and substantially increase transaction and account volumes, putting pressure on scalability, efficiency and the customer experience. The institution engaged Fiserv’s Advisory Services for financial institutions — including system reviews, process reviews and project services — to assess readiness and guide the upcoming conversions.

Fiserv reviewed and optimized core solutions (Premier® bank platform, Teller for Premier, Director®, Business Online™, Source Capture and others), identified bottlenecks, recommended specification tweaks and added Director modules, automated workflows, and trained staff. Fiserv’s work streamlined operations so the Multi-Billion-Dollar Financial Institution could absorb the influx of accounts and transactions without adding personnel, reduce time and costs, and complete the conversion smoothly while operating more like a larger institution.