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Customer-Based Operations

As opposed to product-based operations that focus on transactions and the data and content they generate, customer-based operations involve the management of relationships with customers. “Know Your Customer” (KYC) initiatives, acquisition campaigns, and loyalty programs all rely on the effective management of customer-related content. From simple identity information (name, address, phone number) to more complex, behavioral data (buying patterns, transaction frequency, etc.), content assists financial service providers in understanding their customers and building better, more profitable relationships.

Enterprise Content Management (ECM) solutions from Open Text for customer-based operations deliver this functionality with the following components:

• Software: Archiving & Imaging, Business Process Management, Document Management & Collaboration, Extensions for Oracle, Extensions for SAP® Solutions, High Volume Document Processing, Knowledge Management, Report & Output Management

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.

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