• 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

Implementation in Business Management

The banking and investment sector has faced an explosion of new products, services, and competitors. A shift in the model has been due to increasing customer demands and advances in technology. Consumers are choosing higher-risk financial products, seeking more aggressive rates of return, and opting for self-service transaction platforms. New products must meet reporting requirements as well as rules and regulations for external reporting. Financial services firms must document major product processes and ensure appropriate capture of customer communication to maintain appropriate levels of risk exposure for their clients and ensure that transactions are transparent and meet audit and regulatory requirements.

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

• Software: Document Management & Collaboration, eLearning and Corporate Training, Knowledge Management

Supplemented by Business Content (e.g., predefined workflows) to give you a head-start in configuring work streams and processes, Consulting Services, Training and Support tailored to meet your requirements.