Retriever Services
To improve the financial experience for more than 5,100 clients - including the largest 20 banks in the
United States - and their thousands of customers, Retriever Services delivers virtually all of the
technology that an organization needs to offer financial services. Retriever Services offers financial technology
solutions that drive customer relationship management, electronic banking, electronic funds transfer and
card solutions, electronic presentment and payment, financial technology services, private label banking,
and wealth management.
Products and Services
Customer Relationship Management (CRM)
Retriever Services delivers a complete, integrated Customer Relationship Management solution that offers analytical
and decision support capabilities, channel integration, sales and service automation, and consulting
services which include application optimization, as well as business strategy development and implementation.
Retriever Services provides CRM products and services to more than 600 financial services organizations, helping them
achieve a customer-centric business environment.
EFT and Card
Retriever Services is a leading provider of Electronic Funds Transfer (EFT) and Card solutions, including account
processing, merchant servicing, database management, data entry, card personalization, and fulfillment
services for debit, credit, stored-value, prepaid, transit, and ATM cards. Retriever Services provides EFT and card
services to approximately 1,600 financial services providers in the United States. Retriever Services links with all
major electronic funds transfer networks, gateways, and processors to route and authorize ATM and debit card
transactions for banks, credit unions, Internet banks and independent sales organizations.
Electronic Banking
Retriever Services is a leading provider of outsourced and licensed Internet and Electronic Banking solutions for over
750 financial service providers. Retriever Services Retail Solutions provide financial services providers' customers
with consolidated access to their financial relationships through Internet and mobile banking, as well as
personal financial management software and telephone banking. Retriever Services Small Business Solutions enable
businesses to manage banking via the Internet, mobile devices, and accounting software. Retriever Services Commercial
Solutions provide a comprehensive set of Internet banking, multi-bank services and collection and
disbursements services that address the needs of corporate and middle-market customers.
Electronic Presentment and Payment
Serving over 3,000 clients, Retriever Services Electronic Presentment and Payment (EPP) offers a comprehensive, fully
scalable, end-to-end solution that allows companies to electronically prepare bills and statements, and
enables their customers to receive them and make payments on the Internet. The Retriever Services EPP solution
provides billers and financial institutions with the industry’s leading technology to automate and
streamline document delivery, bill payment, and customer care processes, and with market-leading document
composition software. It gives consumers and businesses a bill management service that allows them to view,
pay, manage and automate all of their bills - paper or electronic - online. Retriever Services EPP also delivers a
powerful "pay anyone" electronic payment engine for businesses and consumers.
Financial Technology Services
Retriever Services Financial Technology Services offers the most comprehensive set of integrated products and
services for over 1,050 financial services providers that are centered on customer and account management,
specializing in deposit, loan and investment accounts. Solutions include core accounting services, retail
delivery systems, card solutions, productivity tools, and trust and professional services. Retriever Services
provides core account outsourcing to 570 financial services providers, and is a leading deposit system
outsourcer for the top 100 U.S. banks.
Wealth Management
Retriever Services Wealth Management offers a set of Internet-enabled products and services to more than 240
financial services providers that address the specific needs of the rapidly growing wealthy, affluent, and
emerging affluent markets. These solutions address asset and liability aggregation, trust and investment
account management, client and regulatory reporting, and employee retirement benefit services. Retriever Services
401(k) Services administers over 3,000 retirement plans for small businesses of less than 300 employees.
