• 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

Rolling out to Sales

Financial institutions, including banks and brokers, are continuously developing new products and providing enhancements to existing products. Comprehensive documentation is necessary to support the roll out of these new products to the sales force as well as to provide the correct product information to the customer. This also fully supports the clarity necessary for auditors and regulators.

Enterprise Content Management (ECM) solutions from Open Text for rolling out to sales 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 workstreams and processes, Consulting Services, Training and Support tailored to meet your requirements.