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Eaton Vance

Eaton Vance Increases Account Openings by 24 Percent with OpenText

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Providing significant efficiencies while enabling compliance

Driven by OpenText Documentum, the new system has quickly become the lifeline of our key business units. Our partnership with OpenText has been incredibly valuable in helping us understand business requirements and deploying applications that will deliver maximum results.

Harsh Vahalia, Senior Documentum Analyst, Eaton Vance

Challenge

Manual processes for capturing and accessing new account paperwork were resource intensive, inefficient, error-prone, and made it difficult to meet regulatory obligations

Product(s)

Value

• Increased the number of new account openings by 24 percent
• Decreased new account opening time by 26 percent
• Reduced errors needing quality control by 28 percent

About Eaton Vance

Eaton Vance is a leading global asset manager whose history dates to 1924. With offices in North America, Europe, Asia and Australia, Eaton Vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. For more information, visit: www.eatonvance.com