• 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

Business Origination

New business intake generates significant amounts of content. Application forms, product portfolio assembly, credit scoring results, loan documents, real estate filings, contracts, account setup, and other customer initiated transactions all need to be properly captured, stored, and secured. Enterprise Content Management (ECM) helps financial service providers by capturing, centralizing, organizing, and managing content related to business origination throughout its entire lifecycle.

Enterprise Content Management (ECM) solutions from Open Text for business origination deliver this functionality with the following components:

• Software: Business Intelligence, Business Process Management, Document Management & Collaboration, High Volume Document Processing, Knowledge Management, Records Management, Report & Output Management, Workflow

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.