Financial Services
- 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
Open Text Solutions for Financial Services
Enhance collaboration and risk management
Customer Feature
With over 135 different domestic and international equity, fixed-income and money market mutual funds, as well as a variety of separate account options, Federated Investors is one the nation's largest investment management organizations. 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
Banks and brokers operate in one of the most competitive and highly regulated business environments of any industry. Not only are organizations within this industry subject to intense global competition, but also they are always vying to carve out impenetrable niches of business and consumer products and services.
Agility, speed, determination, accountability, and dependability are frequently the chief success factors by which they are measured. There is little room for error in executing strategies aimed at striking the perfect balance between achieving goals of revenue growth, customer retention, and improved service levels with the mandates of shareholder accountability and regulatory compliance. Therefore, a sound approach to content management is essential for organizations looking to thrive in the dynamic and volatile financial services market.
With Open Text solutions, financial service providers can rapidly deploy content-centric business solutions that increase efficiencies, improve customer service levels, mitigate risk, accelerate product development cycles, streamline deal-related processes, and generate competitive advantage.
Open Text solutions for Financial Services are based on a framework providing the right task and resource support for the processes in the industry's value chain.
Select your solution in the Value Chain below
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Financial Markets | Customer & Market Access | Product Delivery | Business Management | Customers |
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Product Management | ||||
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Customer Management | ||||
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Sales Management | ||||
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Operations Management | ||||
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Portfolio & Risk Management | ||||
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Bank Management | ||||
Supporting Functions
In addition, find solutions that support all the phases of the value chain above.
