Marketing and Sales
- Overview
- Product Design and Setup
- Marketing Campaigns
- Lead, prospect, and sales management
- Application Submission
Product Design and Setup
As one of the foundational steps for all financial institutions, product design and setup requires a large amount of attention, as well as a solid process. Retail banks face a highly competitive market and must ensure that their evaluations of customer “wallet share” potential, market and channel opportunities, and new products allow them to optimize their product mix and provide services and products that truly differentiate the bank from its competitors.
How OpenText Helps…
Enterprise Content Management (ECM) applications and solutions from OpenText help banks address the core challenges of product design and setup by facilitating the collaboration, document and records management, and document distribution requirements of the process.
By enabling solutions that allow your institution to analyze and capitalize on market opportunities for new product and customer segmentations, ECM can streamline the overall processes and maximize revenue and channel potential. By also allowing ECM to handle the regulatory compliance mandates surrounding product development and setup, you can rest assured that your products and services are not posing unnecessary risk for the bank.
| 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 |
