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:
Software: Business Intelligence, Business Process Management, Document Management & Collaboration, 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.
Improve customer service
Improve service delivery (a single face to customers)
Reduce operating costs and increase efficiency
Percentage of new customers per annum
Campaign/event cost-to-revenue ratio