Description

Fiserv XP2 is an account processing solution designed for the credit unions. It enables users to manage the individual- and member-specific prequalified sales opportunities within the member relationship management platform, open and fund new accounts, perform identification and background checks, request and review a credit report, initiate other functions such as home banking enrollment or check orders, define keywords and bundle multiple products together, automate the processing of multitiered transfers, as well as identify trends in member behavior and set loyalty levels and reward benefits. Features include integration with cross-selling tools, custom data fields, role-based security, product configurator, and in-house or hosted delivery options.