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Provision of Advice

Banks and brokers are the market experts for finance and are frequently regarded as client and financial advisors. They analyze all the financial needs of their clients, including family issues, retirement planning, and wealth and investment strategies.

Our solutions provide for the overall compilation and management of investment documents, correspondence, email, and literally all information related to who your customer is and what your customer wants. We integrate all of this with your customer relationship management system so that your business can always maintain a single view of everything related to your customer.

Enterprise Content Management (ECM) solutions from Open Text for provision of advice deliver this functionality with the following components:

• Software: Archiving & Imaging, Business Intelligence, Business Process Management, Document Management & Collaboration, Email, Extensions for Lotus Notes™, High Volume Document Processing, Knowledge Management, Records Management, Report & Output Management, Workflow

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.

Solutions