Weiland Account Analysis™ from Fiserv streamlines the complex task of commercial account analysis and billing to meet the needs of your commercial customers and ensure the profitability of those relationships.

 

Overview

Weiland Account Analysis from Fiserv is an advanced commercial billing tool for financial institutions of all asset sizes and business models – helping you increase profits and support your institution's growth strategy. This flexible, customizable solution enables you to capture every billing point without limit, present customers with meaningful, graphical statements that enhance your brand and automate input from any third-party system.

Built on decades of input from the world's leading financial institutions, Weiland Account Analysis facilitates the detailed evaluation and billing of commercial demand deposit accounts. Its full-featured billing engine carefully tracks and presents balances on deposit and earnings allowances, as well as all volume, price and service details for full strength cash management income.

The system bills accounts at a granular level to capture every income opportunity and expertly controls every exception, waiver and discount to eliminate lost revenue. It also lets you fine-tune every aspect of your relationship analysis to ensure optimal fee income growth.

Weiland Account Analysis supports complex billing strategies and an unlimited number of accounts, classes, codes and services. The system is Dodd-Frank ready, allowing you to compensate accounts with earnings credits, hard interest or a mixture of both.

With the ease of Web-based account modeling, exception management, custom reporting and statement archiving, you gain anywhere, anytime analysis functionality. You'll also improve efficiency and reduce manual data entry using advanced automation features, including a data import tool that translates files into your account and service codes.

 

Features

  • Works the way you do: Weiland Account Analysis can operate in an in-house or hosted environment, integrate with any account processing system, accept third-party file formats and make information as easy to access as it is to input. The system offers customizable online reports to help capture lost revenue, analyze relationship profitability and identify new business opportunities, as well as user-designed graphical statements allowing you to easily show customers the value your organization provides
  • Easy to implement: Weiland Account Analysis offers a proven implementation process led by highly experienced teams of financial industry specialists. Effective hands-on training is also available pre- and post-installation. Once live, you'll receive around-the-clock access to support through our Knowledge Center, self-service Web site and help desk resolution center
  • Optional capabilities enhance functionality: Complement your Weiland Account Analysis at any time with optional modules to increase its capabilities and value. Optional modules are available for: Extended Reporting, Statement Modeling, Exception Handling, Event Notifications, Repricing Analysis, Dynamic Messaging, Outsource Express and Electronic Analysis

Have a question for us?

For more information on Weiland Account Analysis from Fiserv, call 800-872-7882 or contact us. For support, visit Compass, or call 866-964-0121, Option 1. Client ID plus case # or passphrase required.

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Resources

Unlocking the Commercial Cash Register

Weiland Account Analysis™ from Fiserv streamlines the complex task of commercial account analysis and billing to meet the needs of your commercial customers and ensure the profitability of those relationships.

Download the paper

ESL Federal Credit Union Case Study

Once ESL Federal Credit Union entered the business banking market, it needed more intensive account analysis functionality to position itself as a trusted financial advisor to its customers. Weiland Account Analysis™ from Fiserv offered ESL the capability to exceed its members’ needs.

Download the case study

Fulton Financial Corporation

Fulton Financial Corporation needed an account analysis solution that could provide support at a holding company level, simplify reporting and generate income. Weiland Account Analysis™ from Fiserv delivered this, plus customized reporting ability and personalized service.

Read the case study

Using the Account Analysis ECR to Increase Non-Interest Income

The earnings allowance rate is one of the most powerful tools that commercially focused financial institutions have for crafting an account analysis offering.

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Weiland Account Analysis

Weiland Account Analysis™ from Fiserv streamlines commercial account analysis and billing – providing the thoroughness and flexibility you require to meet the needs of your commercial customers or members and to ensure the profitability of those relationships.

Download the brochure