Description

Introduction

The Fiserv Core Banking Professional Training: Essential Concepts and Applications course is designed to provide banking professionals with an in-depth understanding of Fiserv’s core banking solutions. Participants will explore key functionalities, operational workflows, and advanced applications that drive efficiency in modern banking. By mastering these concepts, professionals will be equipped to optimize banking operations, enhance customer experiences, and adapt to the evolving financial services landscape.

Prerequisites

• Basic understanding of banking and financial services
• Familiarity with core banking systems (optional)
• Proficiency in using enterprise software applications
• Awareness of banking regulations and compliance
• Interest in technology-driven financial solutions

Table of Contents

1. Introduction to Fiserv Core Banking Solutions
   1.1 Overview of Fiserv Products and Services
   1.2 Understanding Core Banking Architecture
   1.3 Key Features and Benefits
2. Core Banking Operations
   2.1 Account Management and Transactions
   2.2 Loan Origination and Processing
   2.3 Deposit and Withdrawal Management
3. Customer Relationship Management (CRM)
   3.1 Leveraging CRM Tools in Fiserv
   3.2 Enhancing Customer Interactions
   3.3 Personalization Strategies for Banking
4. Payments and Digital Banking
   4.1 Payment Processing and Integration
   4.2 Digital Banking Features and User Experience
   4.3 Mobile Banking and Wallet Applications
5. Risk Management and Compliance
   5.1 Compliance Features in Fiserv Solutions
   5.2 Fraud Detection and Prevention
   5.3 Regulatory Reporting and Audit Trails
6. Data Analytics and Reporting
   6.1 Real-Time Data Insights for Banking
   6.2 Generating Financial Reports(Ref: Designing and Managing Documents in Exstream(Quadient))
   6.3 Using Analytics for Decision-Making
7. System Configuration and Customization
   7.1 Setting Up and Configuring Fiserv Solutions
   7.2 Customizing Workflows for Business Needs
   7.3 Managing System Upgrades and Maintenance
8. Integrating Third-Party Solutions
   8.1 APIs and Middleware in Core Banking
   8.2 Interfacing with External Systems
   8.3 Best Practices for Seamless Integration
9. Performance Optimization
   9.1 Identifying and Resolving Bottlenecks
   9.2 Ensuring High Availability and Scalability
   9.3 Monitoring and Fine-Tuning System Performance
10. Future Trends in Core Banking
    10.1 Innovations in Financial Technology
    10.2 Preparing for Digital Transformation
    10.3 Evolving Customer Expectations

Conclusion

This Fiserv Core Banking Professional training offers comprehensive insights into Fiserv core banking solutions, emphasizing practical applications and operational excellence. By completing the course, participants will be well-versed in leveraging Fiserv technologies to enhance banking efficiency, ensure compliance, and deliver superior customer experiences.

Reference