This secure process management solution helps your financial institution provide a positive, productive experience that strengthens relationships with new customers.

 

Overview

Business Process Manager from Fiserv is much more than an account opening solution. The workflows simplify both routine and complex customer service and interoffice tasks, including change of address, check ordering, wire transfers and risk assessment. By spending less time keying in data, your staff can spend more time interacting with customers and cross-selling your bank’s other products and services.

Customizable templates walk tellers, call center agents and back-office staff through account openings and any other procedure you assign to Business Process Manager, minimizing human error. And because this solution is fully integrated with your core platform, the information gathered during account openings and other tasks automatically flows to the core database.

 

Features

  • Consistent branch management: In addition to customer service requests, this solution helps staff perform daily operations, such as cash drawer reconciliations and Reg CC holds
  • Support for HR tasks: Use Business Process Manager for staff hires and terminations, job postings, annual group insurance sign-ups, retirement fund contributions and many more human resources-related processes
  • Forms management: Available forms can be built into any workflow to fulfill customer service requests and manage compliance and regulatory issues
  • Prevent fraud: Fiserv offers add-on products to Business Process Manager that can help verify a new customer’s risk level and prevent identity fraud

Terms and Conditions

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Resources

Branch Out

Branch Out™ from Fiserv turns your customer service representatives into mobile branches of your financial institution. Match your customers' active lifestyles with a tablet app that allows you to acquire accounts on the go.

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Business Process Manager for Premier

Business Process Manager for Premier® from Fiserv offers user-friendly workflows to redefine new account opening – and nearly every customer service and interoffice task.

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Business Process Manager for Precision

Business Process Manager for Precision® from Fiserv offers user-friendly workflows to redefine new account opening – and nearly every customer service and interoffice task.

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Have a Question For Us?

For more information on Business Process Manager and other Fiserv solutions, call us at 800-872-7882 or contact us.

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