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Automate Fiserv Premier with Caddi AI Agents

Built for finance teams.

Yes, Caddi integrates with Fiserv Premier. It runs the Fiserv Premier steps your team does by hand today, and connects it to Salesforce, Quickbooks, and Jack Henry. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost Fiserv Premier integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across Fiserv Premier and every tool it touches, including the screens with no API.

Visit fiserv.com

How to automate Fiserv Premier

  1. Connect Fiserv Premier to Caddi

    Allow

    1Sign in to Fiserv Premier

    One click with your own Fiserv Premier login. No API keys.

  2. Automate account operations in Fiserv Premier.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

Fiserv Premier integrations

Connect Fiserv Premier with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with Fiserv Premier

Why teams automate Fiserv Premier

Fiserv Premier is a core banking system for community banks, with a Developer Studio and self-serve sandbox. Caddi AI Agents automate account operations and back-office fulfilment around it so records stay current without manual entry.

Community banks lose hours to manual account maintenance and fulfilment on top of the core. Caddi runs those motions end to end so staff review exceptions instead of rekeying every record.

Loops Caddi runs against Fiserv Premier

  • Account operations

    Recommended pattern
    1. Fiserv Premier
    2. QuickBooks
    3. Microsoft Excel

    Caddi runs recurring account maintenance in Fiserv Premier, updates the records, and reconciles the results against the accounting system.

  • Back-office fulfilment

    Recommended pattern
    1. Fiserv Premier
    2. Salesforce
    3. Google Drive

    Caddi handles back-office fulfilment tasks against Fiserv Premier, files the resulting documents, and closes the related CRM task.

  • Core reconciliation

    Recommended pattern
    1. Fiserv Premier
    2. Jack Henry
    3. Microsoft Excel

    Caddi compares Fiserv Premier balances against the other core and reporting systems, surfaces variances, and writes back the reconciled record.

Where finance teams use it

  • Client onboarding & account opening

    Extract household, beneficiary, and account data from intake PDFs or forms and create the matching records in Fiserv Premier with no rekeying.

  • Meeting prep & follow-up

    Pull the right Fiserv Premier data ahead of every client meeting, generate the prep packet, and log notes, tasks, and follow-ups when the meeting ends.

  • Reporting & archiving

    Generate household, performance, or compliance PDFs, file them with the right Fiserv Premier metadata, and notify the advisor when the packet is ready.

  • Books, records & reconciliation

    Reconcile cash receipts, payments, and custodian feeds against Fiserv Premier, and write the audit-ready record back to the right account.

Questions about automating Fiserv Premier

Does Caddi have a real Fiserv Premier integration?

Yes. Caddi runs verified code against Fiserv Premier's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for Fiserv Premier is reviewed before it runs in production.

Do I need engineering help to automate Fiserv Premier with Caddi?

No. You demonstrate the workflow, clicking through Fiserv Premier the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my Fiserv Premier data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against Fiserv Premier, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect Fiserv Premier to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating Fiserv Premier, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in Fiserv Premier?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside Fiserv Premier

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See it on your stack

Ready to automate Fiserv Premier?

Drop your work email and we'll show you Caddi running end-to-end against Fiserv Premier and the rest of your stack.