Marketing and Sales
- Overview
- Product Design and Setup
- Marketing Campaigns
- Lead, prospect, and sales management
- Application Submission
Marketing Campaigns
Marketing campaigns give banks the ability to leverage multiple communication channels as they reach out to target audiences in efforts to capture “wallet share” and improve customer loyalty. However, the technicalities that underlie campaigns generate a lot of content that poses compliance risk and needs to be properly managed. Privacy of information, truth in lending and other regulated activities represent significant content management challenges. Without a sound approach to managing marketing campaign content across all channels (web, email, physical, television/radio, in branch advertising, etc.), institutions assume tremendous risk of non-compliance, lack of brand and message consistency, and less than optimal targeted marketing processes.
How OpenText Helps…
OpenText ECM provides banks with multichannel communication solutions that help optimize key marketing campaign processes related to customer correspondence management, web experience and web content management, product information management and brand management. OpenText solutions can be tailored to your bank’s specific campaign requirements, automating each content-driven process and increasing the impact of campaign results. OpenText ECM solutions help maximize campaign effectiveness, streamline related processes, and ensure compliance with industry regulations surrounding customer communication.
| 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 |