List of Fiserv Vantage Risk and Budgeting Customers
Brookfield, 53045, WI,
United States
Since 2010, our global team of researchers has been studying Fiserv Vantage Risk and Budgeting customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Fiserv Vantage Risk and Budgeting for EPM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Fiserv Vantage Risk and Budgeting for EPM include: Del-One Federal Credit Union, a United States based Banking and Financial Services organisation with 571 employees and revenues of $60.0 million, Vibrant Credit Union, a United States based Banking and Financial Services organisation with 220 employees and revenues of $29.0 million, Westbury Bank, a United States based Banking and Financial Services organisation with 101 employees and revenues of $19.0 million and many others.
Contact us if you need a completed and verified list of companies using Fiserv Vantage Risk and Budgeting, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Fiserv Vantage Risk and Budgeting customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Del-One Federal Credit Union | Banking and Financial Services | 571 | $60M | United States | Fiserv | Fiserv Vantage Risk and Budgeting | EPM | 2020 | n/a |
In 2020 Del-One Federal Credit Union implemented Fiserv Vantage Risk and Budgeting as an EPM application to unify balance-sheet, budgeting and forecasting processes for finance and management reporting in the United States, centered in Delaware. The Fiserv Vantage Risk and Budgeting deployment centralized budget definitions, forecasting logic and scenario inputs, establishing a single data model to support corporate finance and board reporting.
The deployment emphasized budgeting, forecasting and scenario modeling modules within Fiserv Vantage Risk and Budgeting, delivering faster what if scenario modeling, clearer budget versus actual reporting for the board, and reduced reliance on ad hoc spreadsheets. Operational coverage focused on the finance organization and executive management reporting, accompanied by centralized budget governance and version control to standardize workflows and limit fragmented spreadsheet processes.
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Vibrant Credit Union | Banking and Financial Services | 220 | $29M | United States | Fiserv | Fiserv Vantage Risk and Budgeting | EPM | 2015 | n/a |
In 2015, Vibrant Credit Union completed conversion to Fiserv DNA and implemented Fiserv Vantage Risk and Budgeting as part of an EPM deployment. The implementation was delivered as an integrated suite of Fiserv solutions to support finance, budgeting and reporting across the organization in the United States, Illinois.
Fiserv Vantage Risk and Budgeting was configured to provide budgeting and performance management capabilities, including budget modeling, consolidated reporting and risk-aware planning workflows consistent with EPM functionality. The deployment emphasized distributed budgeting across departments while centralizing financial consolidation and reporting processes. Configuration work focused on aligning account structures, department submission templates, and schedule-driven budgeting cycles to support routine forecasting and month-end reporting.
The solution was integrated with the Fiserv DNA core to create an end-to-end core and performance management architecture, enabling transactional to analytical data flows. Operational coverage targeted back-office finance teams and departmental budget owners across Vibrant Credit Union in Illinois, supporting both routine reporting and budgeting cycles.
The go-live delivered an integrated core and performance management toolset to improve back-office efficiency and support distributed budgeting across departments, as noted in the implementation announcement. Governance moved toward centralized performance reporting with distributed input workflows, establishing a single source for budgeting and reporting data under the Fiserv Vantage Risk and Budgeting EPM implementation.
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Westbury Bank | Banking and Financial Services | 101 | $19M | United States | Fiserv | Fiserv Vantage Risk and Budgeting | EPM | 2014 | n/a |
In 2014 Westbury Bank implemented Fiserv Vantage Risk and Budgeting. The deployment placed Fiserv Vantage Risk and Budgeting as a core EPM application to support the bank's finance and risk management activities.
The implementation focused on budgeting and balance sheet and risk analysis capabilities, with the Fiserv Vantage Risk and Budgeting application providing planning and budgeting workflows used by the finance organization. The configuration emphasized integrated budgeting processes and balance sheet analysis to support both commercial and retail banking decision cycles.
Westbury Bank deployed the solution alongside the Cleartouch platform and a wide array of Fiserv products, leveraging integration and real time capabilities between the Cleartouch bank platform and Fiserv Vantage Risk and Budgeting. Operational coverage is documented in the United States with activity centered in Wisconsin, supporting commercial and retail banking operations.
Governance and ongoing use were reinforced by a renewal that explicitly cited integration and real time capabilities as rationale, reflecting continued reliance on Fiserv Vantage Risk and Budgeting for budgeting and balance sheet and risk analysis workflows. The implementation narrative centers on integrated EPM functionality, real time data flows from the Cleartouch platform, and sustained use for finance and risk management.
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Buyer Intent: Companies Evaluating Fiserv Vantage Risk and Budgeting
- Zurich Insurance Group, a Switzerland based Insurance organization with 63000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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