Adeptia Connect vs. Fiserv Wealth Management Network

I recommend the program for an advanced stage, it is not a program for small companies, it is a program for medium or large companies where you know about data and its flow in which you need to make the leap to a 3.0 level of the same.I could immediately recommend it to colleagues for its great storage capacity and agile control.

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Fiserv Wealth Management Network is well suited in scenarios where an organization has multiple financial services providers and would like the benefit of tying that all together and managing it from a single, unified solution. The benefit there is increased efficiency and productivity, especially when compared to the manual alternative of having managers log in to separate sponsor platforms.

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• End users can set up pipelines within Gap to connect without having to use professional services.
• Users can simply select a particular template.
• Let's say that data integration calculates and configures a data flow very easily.

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• R&D is fantastic as they have the resources
• Online resources to help figure things out
• Easy to navigate

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• Support only in english and not always reactive.

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• Cost ... it's definitely not the cheapest option out there. the way pricing is itemized and a separate upcharge for each add-on gets annoying. They can probably bundle things a little better and offer a discount on the bundled products
• the volume of system updates and changes is nauseating at times and we have to prepare and test accordingly every time there is a scheduled update. that takes up a lot of resources; quarterly updates to products would be much easier.
• more responsive support and ideally more stable support engineers ... it seems like turnover is high in their support roles and that impacts customer success and MTTR.

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We mainly choose Adeptia Connect for the friendly UI. From the first minutes, it was really easy to use and understand how it works and then manages complex connections.

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Far superior in my opinion. More features, easier to navigate and superior customer service

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• The user can set up the whole template and then enter the data or we simply have to connect that data by making use of connections from an account through an API.
• We can do reference lookups in the database to further enhance it before sending it to the data link and as part of this process flow
• We can attach by taking up a little bit of time or batch and this can be a multi-directional process. So I needed this data transformation

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Independently Invited by TrustRadius

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• Speed of service is greatly improved across partners. I believe our MTTR for service requests has improved by 30-40%
• Standardized platform for our staff which translates to better retention and a lower training effort.
• Cost is the negative impact ... it goes without saying that using Fiserv is much more expensive to the manual alternative which is very human resource intensive but low cost. But that's to be expected ...we're just trading time for money.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info