Manage & Report

CustomSource™ from Fiserv is a Web-based management and reporting tool that allows you to edit, proof and order business forms, documents and marketing communications materials within one simple system.


This simple, self-service tool is customized to your unique business needs and includes document specifications, images and pricing. You define the business rules and determine the user permission access that allows your staff to create materials with the right brand standards and messaging.

With CustomSource it's never been easier to gain efficiency by reducing your workload for report generation; reorder processing; variable print and document customization; and proof review and approval. The solution gives you:

  • Simple, fast ordering and fewer inventory issues
  • Ordering control at the branch level with personalized business rules to ensure accuracy
  • Single-step ordering and proofing process, eliminating the need to handle an order twice
  • Documented order confirmation
  • Cost center invoicing for easy expense allocation
  • Online user support
  • On-demand reporting for cost control

Before launching CustomSource, we partner with you to define expected milestones, timelines and data input templates. Fiserv understands the complexity of system implementations and works to minimize the impact on your daily operations by providing tools, expert guidance and ongoing communication throughout the process. We work with you to develop an implementation schedule and we follow up with clear and timely communication.


Online collaboration resources

  • Highly flexible platform

    • Work within a website that's customized to reflect your organization's communication and brand standards<
  • Online ordering

    • Edit, update, proof and order business documents; or leverage four-color, direct mail campaign features to target a local market or customer base
  • Digital asset management

    • Leverage your photography investment by giving all locations access to your online asset library
    • Eliminate the need to transfer large files and ship proofs for review and approval
  • Content control

    • Define the business rules that power the system and set permission-based user access

Have a question for us?

For more information on Manage & Report and other Fiserv solutions, call us at 800-872-7882 or contact us.

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