With Activity Manager from Fiserv, you can enrich your customers’ online banking experiences by providing extended transaction histories and personal financial management tools.
The sophisticated functionality of Activity Manager can be a real differentiator for your financial institution. Harnessing the power of relational databases, Activity Manager makes life easier for online customers.
- Extended transaction histories: Activity Manager enables your financial institutions to retain greatly expanded transaction histories for customer accounts. Customers can access transactions through Retail Online™ from Fiserv, our consumer banking solution
- Personal financial management (PFM) capabilities: Using this solution in conjunction with Retail Online, you enable online customers to assign categories and descriptions to individual transactions. Categorized transactions display graphically as a pie chart within Retail Online, so customers are able to view a breakdown of their expenditures at a glance. Transactions can also be exported to accounting and tax preparation programs, saving customers time and effort. By supplying PFM tools to customers, you keep them coming to your website to manage their financial lives