Account Servicing
- Overview
- Account Set-Up
- Account Servicing/Services
- Dispute Management/Complaint Resolution
- Delinquency
Account Set-Up
When it comes to processes such as account set-ups, retail banks have many procedures and regulations that must be strictly followed. Authorization and post-account documentation must be dealt with according to certain guidelines, and it is here that content may not be properly structured. Without the proper management tools, retail financial institutions can have many problems stemming from account creations, leading to everything from poor customer relations to money lost in revenue from mistakes made.
How OpenText Helps…
OpenText ECM can prevent problems from arising by providing solutions that keep things like account creation schedules and all other relevant documents stored and archived. These solutions can also store records pertaining to account and customer linkage, helping to decrease the likelihood of fraud and hackings. OpenText ECM can give your bank the chance to have a perfectly streamlined account set-up process, free from structural errors; more importantly, the entire process and its documentation will be managed and archived by a solution ensuring it’s adherence to all regulations.
| Business Challenge | Customer Case Study and Solution |
|---|---|
| How do you deliver a seamless user experience across systems? | European Investment Bank |
| How do you project a unified brand across multiple sites? | People's United Bank |
| How do you ensure accuracy and high customer satisfaction with rapidly increasing document volumes? | MLP Finanzdienstleistungen AG |
