FinanceFinance Specific

Automate Fiserv Premier with Caddi

Built for finance teams.

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

How it works

Automating Fiserv Premier takes one screenshare.

Show Caddi the Fiserv Premier workflow once. It builds a verified automation and runs it for you every time. No code, no IT ticket, no brittle wiring.

  1. 1

    Record it once

    Screen-share the Fiserv Premier task the way you already do it.

  2. 2

    Caddi builds it

    It writes verified code, tests it, and connects the rest of your stack.

  3. 3

    It runs for you

    The automation runs on demand, every time, with no model in the loop.

The details

What Caddi does with Fiserv Premier

Why teams automate Fiserv Premier

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 once — 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, but it never touches client data at runtime — once the automation is generated, it executes deterministically against Fiserv Premier with no model in the loop.

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.

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.