Fiserv Director Add-on
CogniVision®
Director
Transform search results into usable answers — fast. CogniVision significantly enhances the productivity of commercial lending operations with a transformative viewer that combines the intuitive feel of paper with the speed of digital search.
40%
Reduced Review Time
20%
Productivity Increase
10×
Faster Navigation
Fiserv Certified — Premier
The Challenge
Search finds documents.
It doesn’t find answers.
Banks already have document search. The challenge begins after results are returned — when users must still open, scan, and interpret long, similar documents to find specific information.
This creates friction in lending, audit, compliance, and customer service workflows. We call this problem the “last mile” of search.
CogniVision’s advanced viewer solves this by combining the tactile speed of paper with the intelligence of digital search — dramatically improving how teams navigate complex documents.
The Search Paradox
Database retrieval was fast — 1 to 5 seconds. But reviewing results to find the right document took minutes to hours. Platforms solved the wrong part of the problem.
The Silo Problem
Documents for the same client or loan lived in disconnected repositories. No single view of a relationship existed anywhere, requiring multiple system logins.
The Audit Drain
Assembling complete loan files for regulatory examinations consumed enormous team resources. Remote audit capability was essentially nonexistent before COVID forced the issue.
Information Navigation
Not more search —
smarter navigation.
01 — Visual Orientation
See the Document Before You Open It
Get a tactile, visual sense of document structure before you even start navigating. Recognize what you’re looking for on sight — the way your brain actually works.
02 — Faster Access
Jump Directly to What You Need
Jump directly to the specific information you need within complex loan files or legal documents. No more scrolling through pages of irrelevant content.
03 — Intelligent Navigation
Paper Speed, Digital Intelligence
Combine the familiarity of working with paper with the intelligence of digital search to improve team performance across lending, trust, compliance, and service.
The Platform
Advanced search, viewing &
navigation of all documents.
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CogniVision Viewer
An advanced, non-invasive viewer designed to work alongside your existing Director environment (on-line or on-premise). Format agnostic — displays PDF, Microsoft Office documents, and image files.
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CogniVision Workspace
Capture incoming digital documents and email attachments with one click and archive them directly into Director.
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CogniVision OneView
Federate searches to view documents from multiple repositories, including OneDrive and shared drives — all from a single interface.
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Security Integration
Leverages your existing user authentication, access control lists (ACLs), and search templates. No new security model to learn or manage.
Fiserv Integration
Built for Director.
No system changes required.
✦
Fiserv Certified — Premier. Connects to Director via Communicator Open for full compliance.
✦
No system changes or implementation headaches. Documents and metadata stay stored in Director — only the content index is stored within CogniVision.
✦
Rapid deployment. Eliminate risk and realize productivity benefits immediately with our non-invasive integration model.
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Works with what you have. No rip-and-replace. CogniVision adds the intelligence layer your existing infrastructure always needed.
Customer Success
Proven results at
leading financial institutions.
✦ Enhanced Commercial Lending · Fiserv Premier
“CogniVision has transformed our commercial lending operations. Its ease of use has significantly reduced loan file review times and increased departmental productivity.”
Abdiel Garcia
SVP / Chief Lending Officer, Montecito Bank & Trust
40% ⬇ 20% ⬆
Loan review time reduced · Departmental productivity increased
✦ Best for Audit & Compliance · Fiserv Premier
“Regulatory examiners commented that CogniVision is extremely easy to use, especially in searching for information within critical client documents.”
Dan Banis
EVP – Head of Citizens Trust
Examiner Approved
Regulatory examiners praised ease of use in audit reviews
Solutions & ROI
Built for every
banking workflow.
Commercial Lending
Customer Service
Trust & Wealth Management
Audit & Compliance
Legal
Customer Service
Trust & Wealth Management
Audit & Compliance
Legal
Improved Productivity
Faster Credit Decisions
Improved Customer Response Times
Better Examiner Experience
Reduced Operational Friction
Try CogniVision With Your Documents
See for yourself how easy it is
to find what you’re looking for.
The best way to understand what CogniVision does is to see it working with your document types. Request a tailored demonstration — or start a free trial with your own Director environment today.