Our customer success stories illustrate how Financial Service companies are using our solutions to achieve success:
Abbey National
Abbey National, one of the UK's most established financial services groups, offers a full range of retail financial accounts and services, including banking, mortgages, credit cards, investments and insurance. When Abbey National needed a Web content management system, they turned to Open Text...read more
AXA France
A leader in the insurance sector in France, AXA France has more than 25,000 geographically dispersed agents and brokers. When AXA France needed a comprehensive tool to streamline customer relations and improve collaboration, they turned to Open Text...read more
Barclays Bank
Barclays Bank broke new ground when it established its first financial services office in the heart of London's financial district more than 300 years ago. When Barclays Bank needed an Enterprise Content Management (ECM) solution to streamline their decentralized Human Resources system, they turned to Open Text...read more
Capital One
A leading financial services provider and for two years running a Fortune 500 company, Capital One was established in 1995 and quickly rose from a local bank card issuer to the top of the U.S. credit card industry with a current global customer base of 48.6 million and managed loans totaling $79.9 billion. When Capital One needed to document and tag their intellectual capital to enable easy access for current and new employees, they turned to Open Text...read more
European Investment Bank
The objective of the European Investment Bank, the European Union's financing institution, is to contribute towards the integration, balanced development and economic and social cohesion of their member countries. When the European Investment Bank needed a document management solution, they turned to Open Text...read more
Federated Investors
With over 135 domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options, Federated Investors is one the nation's largest investment management organizations with assets under management of approximately $184 billion. When Federated Investors needed to streamline a manually-intensive and time-consuming marketing and regulatory material production process, they turned to Open Text...read more
Friends
Provident
As one of the UK’s leading financial services groups, Friends Provident
offers savings, life assurance, health and pension plans, unit trusts, ISAs and other investment products,
managing funds worth over £38 billion for its three million customers. When Friends Provident needed
a powerful data integration solution for the extraction, transformation and loading (ETL) of data, they
turned to Open Text...read more
Insurance
Company
The company featured in this story has grown to be one
of the largest auto insurance companies in the United States as a result of its personalized,
superior 24/7 service and adoption of innovative technologies. When the company needed
a fully integrated and scalable business intelligence solution that provides enterprise-strength query,
reporting, and online analytical processing (OLAP) functionality at the lowest cost of ownership, they
turned to Open Text...read more
Monceau
Assurances
Monceau Assurances includes mutual insurance and insurance companies
operating in the three major fields of insurance — life insurance, damage insurance, and reassurance.The
group has offices in all parts of France as well as in the French Overseas Territories. When Moncau
Assurances needed to streamline their processes and generates competitive advantage while maintaining
technical simplicity and cost effectiveness, they turned to Open Text...read more
Mutual
Insurance Company
Mutualité Française Loire is a not-for-profit public body managing
healthcare facilities. The organization has been active since 1933, and its network of 29 healthcare
facilities spreads across the whole region, employing 1,300 people and serving 500,000 people from affiliated
mutual insurance companies. When Mutualité Française Loire needed a data integration solution, they
turned to Open Text...read more
Volkswagen Bank
Volkswagen Bank is a part of Volkswagen Financial Services, the largest financial services provider in Europe for the automotive industry. When Volkswagen Bank needed to streamline their direct banking service, they turned to Open Text...read more
For a complete list of our Financial Services customers, click here.