• 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

Servicing of Existing Customers

Correspondence (inquiries, complaints, billing disputes), statements, product performance information, and other customer-related documents all represent content that must be properly managed and secured. Working with various financial and operational systems, Enterprise Content Management (ECM) offers financial service providers an effective way to mitigate risk, reduce storage and management costs, and generate sustainable advantage.

Enterprise Content Management (ECM) solutions from Open Text for servicing of existing customers deliver this functionality with the following components:

• Software: Archiving & Imaging, Business Process Management, Document Management & Collaboration, Livelink ECM – Email Management, Extensions for Lotus Notes™, 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.