• 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

Trading Operations (Proprietary/Customer)

Virtually every activity in trading operations involves content. From data entry, transaction processing, and reporting to customer correspondence, order information, notifications, and records, each element of financial trading generates and requires business content. Ensuring access to required information by traders, analysts, and other knowledge workers and establishing streamlined workflows and business processes help maximize efficiencies within trading operations.

Our solution promotes the notion that straight-through-processing is more than financial messaging, it is an end-to-end process and set of information that is linked from buyer to seller and across all financial intermediaries.

Enterprise Content Management (ECM) solutions from Open Text for trading operations (proprietary/customer) 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.