Business Origination

New business intake generates significant amounts of content. Application forms, product portfolio assembly, credit scoring results, loan documents, real estate filings, contracts, account setup, and other customer initiated transactions all need to be properly captured, stored, and secured. Enterprise Content Management (ECM) helps financial service providers by capturing, centralizing, organizing, and managing content related to business origination throughout its entire lifecycle.

Enterprise Content Management (ECM) solutions from Open Text for business origination deliver this functionality with the following components:

Supplemented by Business Content (e.g., predefined workflows) to give you a head-start in configuring workstreams and processes, Consulting Services, Training and Support tailored to meet your requirements.

 
 

Meet your Business Goals

Improve customer service

Improve service delivery (a single face to customers)

Reduce operating costs and increase efficiency

 
 

Key Performance Indicators

Percentage of new customers per annum

Campaign/event cost-to-revenue ratio

 

 

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