Clearview Fiserv Connector via the Workiva Platform

Gain back valuable time and reduce the likelihood of error through data automation.
Service Type
Consulting
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Connect directly to Fiserv for faster, more accurate reporting.

Running queries, downloading, and importing data from your company’s source systems to support reporting processes is time consuming and increases the potential for error. If your team is using a manual process (e.g. copy/paste, .csv import, Wdesk sync, etc.) to regularly transfer data into the Workiva platform, the Fiserv connector may be an ideal way to automate that data flow.

Key Features

Leveraging Clearview’s expertise in building interfaces between Fiserv and the Workiva platform, we will guide you through:

  • Designing the integration solution, powered by Wdata, based on your unique requirements
  • Building connectors, chains, tables, and queries within Wdata to automate your data flow
  • Testing the completeness and accuracy of the integration
  • Enabling your team on how to use the solution
  • Deploying the solution so you can start experiencing the benefits of data automation

If you think Clearview's Fiserv integration service be right for you, reach out today!

Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Annual & Interim Financial Reporting
Bank Reporting
Board Reporting
Budget & Forecast Reporting
CFO Deck
ESG Reporting
Financial Statements
Flash & KPI Reporting
Global Statutory Reporting
Government Financial Reporting
Government Management Reporting
Income Statement & Balance Sheet Preparation
Insurance Statutory Reporting
Management Reporting (CFO)
SEC Reporting
SEC/Annual & Interim Financial Reporting Solution
Statement of Cashflows Preparation
Prerequisites
To use this item, your organization needs to have purchased Wdata.
Wdata
Pricing
Additional fees apply
Connector Compatibility
SFTP Connector
Tags
Filing
Financial Close
Regulations
Reporting - General
Reporting - Annual
Reporting - Quarterly
Reporting - Quarterly

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