ConvergeIT Survey - Client Telephone Operations

ConvergeIT from Fiserv delivers VoIP and IVR features that can reduce costs for financial institutions while delivering advanced telephony capabilities.

This brief questionnaire will help determine if ConvergeIT could be a beneficial product for your financial institution. Please complete as thoroughly as possible and our representative will follow up with your recommended next steps.

Thank you for your participation.

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1. Please enter your financial institution's contact details. This information will not be shared outside of Fiserv.

Please enter your financial institution's contact details. This information will not be shared outside of Fiserv. Contact name:
Contact title:
Financial institution:
Address:
City/Town:
State:
Email:
Phone:

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2. Your Fiserv core processing platform:

Your Fiserv core processing platform:

3. Who currently provides your phone system?

Who currently provides your phone system? AT&T

Avaya

Cisco

Fiserv

Nortel

Shoretel

Other (please specify)

4. How long has the current phone system been in place?

How long has the current phone system been in place?

5. Are you planning to replace any of the following within the next 12, 24 or 36 months?

	Choose one
PBX (phone system)	Are you planning to replace any of the following within the next 12, 24 or 36 months? PBX (phone system) Choose one
IVR (audio response)	IVR (audio response) Choose one
Call Center (ACD)	Call Center (ACD) Choose one

6. Is your financial institution already planning a merger or acquisition in the next 18 months?

Is your financial institution already planning a merger or acquisition in the next 18 months? Yes

If yes, please explain:

7. How many locations do you have (main office + branches)?

How many locations do you have (main office + branches)?

8. How many employees/phone sets are presently within the organization?

How many employees/phone sets are presently within the organization?

9. How much does your financial institution currently pay in monthly phone charges?

How much does your financial institution currently pay in monthly phone charges?

10. Is your PBX (phone system) outsourced to a third-party?

Is your PBX (phone system) outsourced to a third-party? Yes

If yes, please name the provider:

11. What are the monthly costs for telephone charges paid to your financial institution's local telecom company?

What are the monthly costs for telephone charges paid to your financial institution's local telecom company?

12. Does your financial institution use any other type of service for telephone operations, such as Internet communications?

Does your financial institution use any other type of service for telephone operations, such as Internet communications? Yes