ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

TruStage® Compliance Solutions to Power Dynamic, Compliant Documentation within CoreAdvance from Fiserv

MADISON, Wis., March 12, 2026 (GLOBE NEWSWIRE) -- TruStage®, a leading insurance and financial services provider, today announced that its Compliance Solutions technology will be integrated into the CoreAdvance™ banking platform from Fiserv, enabling financial institutions to deliver faster, more flexible, and compliant account-opening experiences across digital and branch channels.

Through this integration, financial institutions using CoreAdvance will gain access to TruStage’s configurable, API-driven dynamic documentation capabilities. With these tools, institutions can streamline document generation, reduce compliance-related risks, and lessen reliance on third-party document providers—ultimately improving efficiency while supporting consistent regulatory adherence.

“Empowering financial institutions with modern, compliant documentation is core to our mission,” said Chris Appie, President, Compliance Solutions, TruStage. “By bringing TruStage’s dynamic document solutions to CoreAdvance, institutions gain a simpler, faster, and more reliable account-opening experience.”

CoreAdvance from Fiserv is a core banking platform that empowers community banks to deliver on real-time expectations while reducing risk and accelerating their innovation velocity. Integrating TruStage’s document engine enhances the platform’s ability to deliver automated, mobile-optimized workflows for account opening and maintenance—enabling 24/7 banking with built-in regulatory confidence.

“Every component of CoreAdvance is designed to remove friction and streamline experiences for financial institutions and their customers,” said Dudley White, Head of Core Account Processing Solutions, Fiserv. “Our collaboration with TruStage is another example of how we’re developing workflows that make life easier for banking staff.”

The integrated solution is expected to be available to Fiserv clients in 2027, with additional enhancements planned for future releases.

For more information, visit http://www.trustage.com or http://www.fiserv.com/coreadvance

About TruStage®

TruStage® is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them since day one. We believe a brighter financial future should be accessible to everyone, and our products and solutions help people confidently make financial decisions that work for them at every stage of life. With a culture rooted and focused on creating a more equitable society and financial system, we are deeply committed to giving back to our communities and improving the lives of those we serve today, and tomorrow. For more information, visit www.trustage.com.

About Fiserv

Fiserv, Inc. (NASDAQ: FISV), a Fortune 500 company, moves more than money. As a global leader in payments and financial technology, the company helps clients achieve best-in-class results through a commitment to innovation and excellence in areas including account processing and digital banking solutions; card issuer processing and network services; payments; e-commerce; merchant acquiring and processing; and Clover®, the world’s smartest point-of-sale system and business management platform. Fiserv is a member of the S&P 500® Index and one of TIME Magazine’s Most Influential Companies™. Visit fiserv.com and follow on social media for more information and the latest company news. 

TruStage® is the marketing name for TruStage Financial Group, Inc. its subsidiaries and affiliates. Corporate Headquarters 5910 Mineral Point Road, Madison, WI 53705.
© TruStage.

CONTACT

Kara O’Keeffe
608.250.9699
Kara.Okeeffe@trustage.com


Primary Logo

Recent Quotes

View More
Symbol Price Change (%)
AMZN  207.67
+0.00 (0.00%)
AAPL  250.12
+0.00 (0.00%)
AMD  193.39
+0.00 (0.00%)
BAC  46.72
+0.00 (0.00%)
GOOG  301.46
+0.00 (0.00%)
META  613.71
+0.00 (0.00%)
MSFT  395.55
+0.00 (0.00%)
NVDA  180.25
+0.00 (0.00%)
ORCL  155.11
+0.00 (0.00%)
TSLA  391.20
+0.00 (0.00%)
Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.