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