• Best Practices
• Brochures & Whitepapers
• Business Benefits
• Business Goals
• Customer Successes
• News & Events
• Open Text Services

• Auditing
• Business Origination
• Checking & Deposit Account
• Corporate Strategy Management
• Credit Portfolio Management
• Cross-Selling Management
• Customer Acquisition
• Customer-Based Operations
• Development of New Offerings
• Evaluating Market Penetration
• Finance & Management Accounting
• Finance Operations
• Implementation in Business Management
• Implementation in Operations
• Interest Rate & Liquidity Management
• Loyalty Management
• Market Analysis
• Marketing & Customer Research
• Market Risk Management
• Operational Risk Management
• Payments/Check Order Operations
• Providing Documentation
• Provision of Advice
• Regulatory Compliance
• Rolling out to Sales
• Servicing of Existing Customers
• Trading Operations

Cross-Selling Management

Correctly identifying specific or complementary products that customers are interested in helps identify and develop richer, more profitable relationships with preferred customers. Working in conjunction with data mining systems, loyalty programs, and business intelligence tools, Enterprise Content Management (ECM) technologies aid in developing effective cross-selling programs.

Our solutions support a single customer view by providing the ability to share information among business units. Customer indexing and its potential for cross selling is further supported by our ability to evaluate business and product information that is most suitable for a market segment.

Enterprise Content Management (ECM) solutions from Open Text for cross-selling management deliver this functionality with the following components:

• Software: Business Intelligence, Business Process Management, Document Management & Collaboration, 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.