List of Fiserv Wisdom Customers
Brookfield, 53045, WI,
United States
Since 2010, our global team of researchers has been studying Fiserv Wisdom 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 Wisdom for ERP Financial 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 Wisdom for ERP Financial include: Duly Health and Care, a United States based Life Sciences organisation with 1000 employees and revenues of $250.0 million, Ukrainian Credit Union Limited, a Canada based Banking and Financial Services organisation with 140 employees and revenues of $30.0 million, Thrivent Credit Union, a United States based Banking and Financial Services organisation with 133 employees and revenues of $17.0 million, Nova Credit Union, a United States based Banking and Financial Services organisation with 100 employees and revenues of $8.0 million, Municipal Employee’s Credit Union of Oklahoma City, a United States based Banking and Financial Services organisation with 40 employees and revenues of $4.0 million and many others.
Contact us if you need a completed and verified list of companies using Fiserv Wisdom, 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 ERP Financial Management software purchases.
The Fiserv Wisdom 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 ERP Financial Management 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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Duly Health and Care | Life Sciences | 1000 | $250M | United States | Fiserv | Fiserv Wisdom | ERP Financial | 2020 | n/a |
In 2020, Duly Health and Care implemented Fiserv Wisdom as an ERP Financial application to centralize finance and accounting operations and to provide a single system of record for core financial workflows. The deployment emphasized financial management controls and integrated reporting, positioning Fiserv Wisdom to support general ledger, accounts payable, accounts receivable, and fiscal close processes consistent with ERP Financial functional expectations. This implementation narrative reflects an enterprise deployment across finance and ITS teams working closely with business units and the CIO to operationalize the application.
Configuration work for Fiserv Wisdom focused on financial modules, reporting and dashboard configuration, workflow automation, and user and system security. The implementation included customized queries, scheduled reports and dashboards to support business unit needs, along with routine patches, upgrades, and parameter changes managed by in-house analysts. Disaster recovery and business continuity procedures were configured and periodically exercised to preserve data integrity and recoverability.
Fiserv Wisdom was integrated with a range of adjacent systems and delivery channels identified in the environment, including core database and application platforms such as DNA and Oracle, digital banking components like Q2 Online and Mobile Banking, and specialized systems including Nautilus, Velocity, and Akcelerant. Transaction and payment rails referenced in the environment such as ACH, Debit ATM, Federal Reserve interfaces, and T‑Magic were treated as ancillary delivery channels that required coordination for end to end financial posting and reconciliation. Reporting tools noted in the operational stack, including Access and DNA Publisher, were used alongside Fiserv Wisdom reporting outputs to meet operational and compliance reporting needs.
Governance and operational ownership rested with business analysts and ITS support specialists who served as in-house experts for configuration, security administration, and cross-functional communications. Responsibilities documented for the role included auditing system and user security, organizing system side clean-up projects, facilitating vendor and end user coordination, and ensuring timely communication of technical status to non-technical stakeholders. The implementation therefore emphasized a structured governance model, formalized workflows for change control, and close alignment between finance, ITS, and business units to sustain Fiserv Wisdom as the ERP Financial backbone.
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Municipal Employee’s Credit Union of Oklahoma City | Banking and Financial Services | 40 | $4M | United States | Fiserv | Fiserv Wisdom | ERP Financial | 2016 | n/a |
In 2016 Municipal Employee’s Credit Union of Oklahoma City implemented Fiserv Wisdom as an ERP Financial application. The implementation was part of a broader adoption of Fiserv solutions that included selection of the Portico account processing platform and a software as a service suite comprising Virtual Branch for online banking, Mobiliti for mobile banking, Mobile Source Capture for mobile deposits, CheckFree RXP for electronic payments and Loancierge for lending.
Fiserv Wisdom was configured to support core financial workflows common to ERP Financial systems, focusing on ledger management, transaction posting, reconciliation and financial reporting. Configuration work emphasized account level controls and transaction auditability to align the credit union financial operations with member account processing and payments workflows.
The deployment ran alongside Fiserv’s Portico core and the integrated digital and payments components, creating an operational footprint that spanned finance, operations, member services and lending functions. The software as a service nature of the selected suite informed deployment choices, with Fiserv responsible for platform hosting and ongoing updates while the credit union retained control over configuration and operational procedures.
Governance for the rollout emphasized vendor collaboration and staged configuration to support the credit union’s stated goals to gain efficiencies, enhance member engagement and support growth. Municipal Employee’s Credit Union of Oklahoma City cited Fiserv’s team level engagement as a key factor in aligning system behavior to operational needs and member facing channels.
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Nova Credit Union | Banking and Financial Services | 100 | $8M | United States | Fiserv | Fiserv Wisdom | ERP Financial | 2008 | n/a |
In 2008 Nova Credit Union implemented Fiserv Wisdom as its ERP Financial system to consolidate core finance and accounting operations. Fiserv Wisdom was provisioned to serve finance, accounting, and back office business functions and is referenced in the context of Fiserv’s Wisdom Financial Management Suite offerings for credit unions.
The implementation focused on standard ERP Financial capabilities, including general ledger centralization, accounts payable automation, accounts receivable processing, cash management and financial reporting. Configuration work emphasized chart of accounts alignment, period close workflow automation and reconciliations, consistent with Wisdom Financial Management Suite functional patterns for regulated financial institutions.
Operational ownership rested with the finance organization, with governance introduced to standardize accounting processes and approval workflows across branch operations. Rollout was structured to prioritize core accounting modules first, followed by broader back-office harmonization, and included staff process changes to support centralized financial control and regulatory reporting.
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Banking and Financial Services | 133 | $17M | United States | Fiserv | Fiserv Wisdom | ERP Financial | 2014 | n/a |
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Banking and Financial Services | 140 | $30M | Canada | Fiserv | Fiserv Wisdom | ERP Financial | 2008 | n/a |
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Buyer Intent: Companies Evaluating Fiserv Wisdom
- Marshland Credit Union, a United States based Banking and Financial Services organization with 58 Employees
- Westar Federal Credit Union, a United States based Non Profit company with 20 Employees
- Jeanne D'Arc Credit Union, a United States based Banking and Financial Services organization with 124 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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