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Case Studies

Learn more about how Fiserv can help you. Our case studies provide snapshots of companies that have achieved great results with our technology solutions.

Regional Broker-Dealer Expands High Net-Worth Market Share, Increases Assets Under Management and Improves Operational Efficiencies

A regional broker-dealer with more than $72 billion in assets under management wanted to expand its mutual fund advisory (MFA) and separately managed accounts (SMA) programs by developing an improved fee-based offering. To achieve this objective, the regional broker-dealer implemented Unified Managed Accounts, part of Unified Wealth Management Platform from Fiserv.

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$570 Million Fauquier Bank Switched Account Processing Providers and Is on Track to Save a Million Dollars

The Fauquier Bank in Warrenton, Virginia converted to Fiserv from an overly complex core system. Working together, the bank, Harper McNeil, Inc. and Fiserv carried off a smooth conversion. Within seven months, core processing costs were eight percent less than under the previous contract.

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Apple FCU Picks Risk Office from Fiserv To Fight Debit Fraud

After experiencing $21,000 in fraud in a single day, Apple Federal Credit Union went to Fiserv for help. They started using Risk OfficeSM and within six months saw savings.

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Branch Source Capture Eliminates Deposit Cut-Off Time for Merchants Bank Customers

After setting a goal to become paperless in their 34 branches across the state of Vermont, Merchants Bank selected Branch Source Capture™ from Fiserv to get the job done.

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Chessie Chooses UChoose Rewards

When this credit union went looking for a rewards program that offered better redemption options for its members, it chose UChoose Rewards® from Fiserv.

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Integrated Desktop from Fiserv Saves Time, Boosts Productivity

When it came time to switch EFT processors, West Milton State Bank chose Integrated DesktopSM from Fiserv. Freed from double work and time-consuming processes, this community bank can now focus on doubling business.

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Top 20 Bank Leverages CheckFree® RXP® from Fiserv to Drive Online Bill Pay Success

The bank turned to Fiserv to convert its bill payment service to CheckFree RXP. In the 12 months following conversion, the bank saw progress in almost every customer metric, from enrollment, to usage, to satisfaction.

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UChoose Rewards from Fiserv Helps Pinnacle Bank KMN Boost Commercial Debit Card Usage by 33%

Looking to increase awareness of its debit card portfolio, Pinnacle Bank KMN implemented a campaign to generate excitement among cardholders for the bank's new loyalty program, UChoose Rewards® from Fiserv, and boosted debit card usage.

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