Origination
- Overview
- Application Acceptance
- Application Processing
- Exceptions Management
- Contracts
- Closing, Funding, Shipping
Closing, Funding, Shipping
Closing, funding, and shipping each require records and documentation throughout their respective lifecycles, from the actual applications and registrations through to the fulfillment of obligations. With activities such as fund transfers and shipping to investors, retail banks need to be active in the management of relevant content in order to prevent systematic errors and monetary damages to the financial institution. If disbursement statements of the financial institutions are to be accurate, everything from loan compilations to account closings need to be correctly documented and stored in order to be later accessed by those in need of information.
How OpenText Helps…
OpenText ECM solutions can put an end to unmanaged content regarding closing, funding, and shipping. With the need for all related activities to be carefully monitored, OpenText can provide solutions that not only help to organize documents and records, but can also follow a case throughout its entire lifecycle, gathering all relevant information and compiling it into one easily accessible environment. By having such a sophisticated management system, you can rest assured that your retail bank is not in the possession of inconclusive data regarding loan compilations, fund transfers, etc., therefore allowing for all decisions to be made and carried out based on comprehensive material.
| Business Challenge | Customer Case Study and Solution |
|---|---|
| How do you deliver a seamless user experience across systems? | European Investment Bank |
| How do you ensure accuracy and high customer satisfaction with rapidly increasing document volumes? | MLP Finanzdienstleistungen AG |
