Resources for Precision®

Curated content to help financial institutions
adapt, grow and protect their business

Join us for Forum 2021

We invite you to register for our annual client conference, which will occur May 12, 2021. During this energetic and impactful virtual experience, you will hear from Fiserv leaders and inspirational speakers on the future of commerce, payments and financial services. Encourage your colleagues to register as well. And look for information soon about additional Forum-related sessions to be held on May 19.



New research shows older consumers are open to new ways of managing money
Seniors are becoming more tech-savvy, but they're not older versions of millennials. They have specific needs and expectations. The largely untapped senior segment represents the biggest potential gains for new digital banking users. Yet seniors aren't included in many financial institutions' digital marketing strategies, messaging and imagery, which may affect organizations' ability to reach their digital adoption goals. Read More.

Accelerate your digital transformation for an interconnected world
Digital transformation is an opportunity to rethink how your business operates and delivers value to consumers. But supporting forward-thinking digital transformation strategies can be a tall order. New systems must integrate with existing ones and be quickly deployed, customized, tested and managed to maximize value. Systems Integration Services from Fiserv can help make that happen, paving the way for enhanced business value and a return on investment that often comes from digital transformation.

Characteristics of Your Most Profitable Households
The pandemic and its accompanying economic slowdown have compressed margins at banks and credit unions, putting pressure on earnings and making it more important than ever to understand what makes an accountholder profitable. Check out this Raddon Report blog for a recap of features that determine accountholder profitability and strategies for retaining and growing such relationships.


Woodford State Bank is expanding its physical presence! Congratulations to the Wisconsin-based bank on opening a new branch in New Glarus.

First American Bank and Trust, based in Vacherie, Louisiana, is among the honorees of Independent Banker's 2020 Best Community Banks to work for.

Congratulations to Bay Bank, of Green Bay, Wisconsin, which opened a new branch in Keshena County to expand its market and serve the local community as an MDI and a CDFI.

UBank of Texas has been recognized with a 2020 GonzoBanker Award for being "The Tiny Bank That Did It." The blog gives UBank due credit for transforming a community bank into "a force to be reckoned with in the East Texas market – hiring top talent across all areas and driving a culture of Common Sense, Consistency and Efficiency, all while delivering a top-level client experience!"


Aite Group’s Second Annual Small-Business User Experience Forum
Aite is hosting a dynamic virtual event exploring key small-business issues, digital transformation, and bank innovation on April 21 and April 22. There is no cost for financial institutions to attend. 

Register today to hear from Sunil Sachdev, SVP and GM, Community Segment, Fiserv, and other industry thought leaders about key bank strategies and tactics that can be implemented for greater success as well as how technology is evolving to support a quickly changing environment. Sunil will be speaking on a panel about the new reality for small-business banking, on Wednesday, April 21, at 11 a.m. ET, exploring where banks are seeing the greatest changes within the digital banking channel, how they are addressing it, and what technologies are evolving to address small-businesses’ expectations.

People are at the Heart of Digital Transformation 
Whether it's driving internal change or delivering new embedded finance innovations to consumers, digital technologies are transforming our lives and work. In this podcast episode, Whitney Stewart Russell, president, Digital Solutions, Fiserv, shares why people are the heart of digital transformation and what it means for the future of consumer financial services and leading people. 

Buy Now, Pay Later: Get Creative With Credit Cards
Recent entrants in the lending space such as Afterpay, Affirm, Klarna and Splitit have introduced new solutions dubbed “buy now, pay later.” These online and app-based lenders are part of a growing trend of new flexible lending solutions. To stay competitive, banks need to reimagine their offerings as dynamic vehicles for dispersing small-dollar loans. Read this recent Raddon blog for more about how financial institutions that fail to buy into flexible credit card lending now may find themselves paying for it later.

Fiserv Expands Cardless Access to Cash
Consumers who use the CardValet® mobile app, which serves as a digital hub for all card-related activity, can now make card-free withdrawals at any of more than 30,000 CardFreeSM Cash-enabled ATMs across the country. While particularly useful when waiting for a lost or stolen card to be replaced, this capability also meets the expectations of consumers who want to manage their finances from their mobile devices. Read more


Open Banking: Q&A With TAB Bank
Join John Gomes, senior solutions strategist at Fiserv, and Curt Queyrouze, president of TAB Bank, for an enlightening conversation about open banking. TAB Bank has a long history of working with fintechs to grow and transform its business, and Curt offers a number of recommendations for other banks looking to take advantage of the same opportunities. Watch the recording

Register Now! 2021 Spring Executive Knowledge Exchange
Now is the time to join Fiserv experts and industry peers for this year's Precision Executive Knowledge Exchange. Optimize your organization's performance and drive home valuable software and procedural insights during this comprehensive three-day seminar. Fiserv experts facilitate interactive presentations and discussions designed to inform, educate, and empower. Leverage this virtual venue to learn more about the software you use every day and share your best practices and software tips all while building a diverse network of executive relationships.

Session Dates: May 18, 19, 20
Session Time: 9 a.m. CT - 4 p.m. CT

Consult the 2021 Spring Executive Knowledge Exchange registration page for additional information.

Upcoming Training Special Events

Precision Executive Knowledge Exchange – Learn more about the software you use every day while building a diverse network of executive relationships.
May 18-20, 2021 │ 9 a.m.–4 p.m. CT │ Register Now
$1,500 per institution │ Unlimited Connections! │ Free Recordings

Precision Online Banking Boot Camp – Trainers will cover features, functionality, tips, and tricks for Fiserv online banking products.
April 26-28, 2021 │ 11 a.m.–2 p.m. CT│ Register Now
$1,500 per institution │ Unlimited Connections! │ Free Recordings

Precision Business Analytics 5.0 Boot Camp – Trainers will cover a variety of valuable topics including report creation, data formatting, and calculations on a Precision base.
June 22-24, 2021 │9 a.m.–Noon CT │1 p.m.–4 p.m. (Repeat of a.m. session)│ Register Now
$1,500 per institution │ Unlimited Connections! │ Free Recordings

New Xchange users are required to register through the Xchange Self-Registration and set up a username and password.

FISVProud to Celebrate 25 years of partnership!

  • First National Bank of Beloit (Beloit, KS)
  • Tampa State Bank (Tampa, KS)
  • Farmers & Merchants State Bank (Plankinton, SD)
  • State Bank of Missouri (Concordia, MO)
  • Clay County State Bank (Louisville, IL)
  • CorTrust Bank National Association (Mitchell, SD)
  • FirstBank of Nebraska (Wahoo, NE)
  • Crossroads Bank (Yoakum, TX)
  • Frontier Bank (Sioux Falls, SD)
  • McKenzie Banking Company (McKenzie, TN)
  • Mauch Chunk Trust Company (Jim Thorpe, PA)
  • Wolf River Community Bank (Hortonville, WI)
  • FNBC Bank (Ash Flat, AR)

Congratulations to Solutions Bank, which has launched a new name and brand with the merger of Forreston State Bank and Poplar Grove State Bank. We’re #FISVProud to help you deliver the “big bank technology and solutions” to support your brand promise.


2021 Trends in Cybersecurity

Read about four prominent cybersecurity trends identified by Fiserv experts. First, financial institutions are reassessing their security strategies, taking a more proactive and holistic approach than the early days of the pandemic allowed. They are also carefully assessing supply chain risk associated with vendor relationships, and mitigating risk through continued adoption of cloud services, which provides greater control over where data lives and how users interact with it. Finally, financial institutions are looking to build protections around all digital touchpoints, including digital brand platforms such as social media and mobile banking apps, which can sometimes be overlooked when it comes to security.

Taking a 360 Approach to Managed Detection: Minimizing the Impacts of Supply Chain Attacks

A supply chain attack exploits the inherent trust relationship between organizations and their third-party vendors. If your vendors are compromised, do you have a plan for remediation? View this webinar to learn detection and mitigation techniques that help reduce the risks of supply chain attacks. We will demonstrate what a 360° approach to managed detection and vendor risk management should look like in order to keep your business better protected.



The Farmers State Bank in Holton, KS has renewed its partnership with Fiserv and chosen to migrate from in-house to outsourced account processing. We look forward to continuing to serve their great team and helping them reduce operational and security risk through outsourcing. 


The results are in! Newsweek has published its 2021 list of America's Best Banks
  • Union Bank, named Best Small Bank in W.V.
  • First Security Bank & Trust recognized for Best High Yield Checking Account and Best Online Checking Account

We’re Here to Support You

Fiserv greatly values your partnership, and we continue to add more resources to this page. Please do not hesitate to reach out to your client partner if there’s anything we can do to further support you. It’s an honor to serve you.

For questions or to learn more:

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