• 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

Credit Portfolio Management

The acting parties in credit portfolio management can be compared to an asset manager, setting the price at which they are willing to buy internal deals, and executing purchase/sales/hedge transactions in the secondary market. Credit portfolio management “owns” credit assets and assumes P&L responsibility for the credit portfolio.

ECM solutions from Open Text for credit portfolio management 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.