• 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

Customer Acquisition

Timely and precise targeting, tracking, and reporting are the key success factors of customer acquisition campaigns in financial services. Researching customer behavior and trends to ensure valuable offers are made to prospects, qualifying and sorting of leads, distribution to sales personnel, and reporting on acquisition rates (cost per new customer and various key metrics) and other steps in the campaign process all involve business content.

The faster decision makers and marketing analysts can get at and interpret this information, the more likely future campaigns will deliver optimal results at lower costs.

Open Text solutions for customer acquisition deliver this functionality with the following components:

• Software: 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.