CBS Desktop is an off-the-shelf, customizable integrated multi-channel customer lifecycle management solution. Allowing financial institutions to deploy an enterprise-wide customer management solution, CBS Desktop provides a comprehensive browser-based system for account origination and teller functions.

Offer responsive, front line service
The product is a user-friendly front-end application designed to operate with Fiserv's Comprehensive Banking System (CBS). It provides easy access to the customer and account data and processing functions of the CBS core software on the host (back end). It also integrates the sales and teller functions for seamless operation across all banking delivery channels. These features allow for your institution to offer responsive front-line service to customers and better manage customer relationships.

Browser-based technology that cuts software management costs
CBS Desktop is a technically sophisticated product, representing a new generation of financial software. It uses a standard, XML, IFX-based message format adopted by the financial industry for data exchange. The application operates in a thin-client environment. CBS Desktop is a browser-based application that runs on your institution's intranet. CBS Desktop uses the Fiserv CBS Communicator middleware component to provide communication with the CBS host system and with third-party service providers, such as vendors for check ordering.

A platform for better selling
CBS Desktop Sales allows your financial institution to open accounts for new and existing customers, profile customers and sell products that meet their banking needs at the point of contact, and print documents.

A solution that streamlines the teller line
CBS Desktop Teller provides a full set of teller transactions to streamline all of the activities that a teller performs in the course of a day. For example, in addition to monetary transactions, CBS Desktop Teller allows you to perform customer searches and account inquiries, suspend and recall transactions, and quickly balance your till. Moreover, the ability to verify signature on-line and access images improves the customer experience. Other highlights include:

  • CTR
  • Savings Bond Calculator
  • Travellers Checks
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