Open Text Solutions for Financial Services

Enhance collaboration and risk management

 

Customer Feature


With over 135 different domestic and international equity, fixed-income and money market mutual funds, as well as a variety of separate account options, Federated Investors is one the nation's largest investment management organizations. When Federated Investors needed to streamline a manually-intensive and time-consuming marketing and regulatory material production process, they turned to Open Text...read more

 

Banks and brokers operate in one of the most competitive and highly regulated business environments of any industry. Not only are organizations within this industry subject to intense global competition, but also they are always vying to carve out impenetrable niches of business and consumer products and services.

Agility, speed, determination, accountability, and dependability are frequently the chief success factors by which they are measured. There is little room for error in executing strategies aimed at striking the perfect balance between achieving goals of revenue growth, customer retention, and improved service levels with the mandates of shareholder accountability and regulatory compliance. Therefore, a sound approach to content management is essential for organizations looking to thrive in the dynamic and volatile financial services market.

With Open Text solutions, financial service providers can rapidly deploy content-centric business solutions that increase efficiencies, improve customer service levels, mitigate risk, accelerate product development cycles, streamline deal-related processes, and generate competitive advantage.

Open Text solutions for Financial Services are based on a framework providing the right task and resource support for the processes in the industry's value chain.

Select your solution in the Value Chain below

(Background on Value Chains)

Supporting Functions

In addition, find solutions that support all the phases of the value chain above.