Put customers first by accelerating digital transformation in banking with smarter information
61%
of employees at customer-committed financial services companies describe their organization as “complacent”[1]
Customer Information Management for Banking integrates CRM systems with advanced enterprise content management, automation, and AI to connect all customer touchpoints and deliver a 360-degree customer view, allowing employees time to obsess over customers.
To deliver optimal customer experiences, bank employees need access to customer information in a coherent, comprehensive, and integrated manner.
Boost banking customer onboarding and service requests with instant access to customer information across all touchpoints, straight from your CRM or case management apps.
Leverage banking automation and generative AI to find relevant information faster, freeing up time to deliver value-add consultative services that increase wallet share.
Gain the visibility and insights needed to identify cross-sell and upsell opportunities that boost customer lifetime value and increase wallet share.
Meet current and evolving regulatory guidelines with confidence, instantly locate the right information and comply with privacy regulations such as GDPR.
Employees need full visibility into customer data to provide efficient service and spot upsell and cross-sell opportunities. Data silos and disconnected systems limit what they can see. Integrate data sources for a more complete customer view.
Bank employees must perform data entry and other repetitive tasks. These processes waste time that could be spent on customer-focused work and consultative engagements. Digitize processes through cloud-based content management and banking automation.
Sales, marketing and operations teams are all part of the customer experience. Without centrally managed customer data, customers can receive mixed messages and delayed resolutions that impact SLAs. Align teams with a single, real-time customer view.
Content needs to be governed and delivered to users from within the CRM. This requires a “single source of truth.” Enabling employees with the right information and tools drives productivity and ensures timely and delightful customer experiences.
Employees across the bank need easy access to customer and client information. However, not all information is relevant to all tasks and exposing sensitive data creates compliance risks. Use role-based permissions to enforce global privacy policies.
To resolve customer issues, employees must often search multiple systems for information. This delays resolutions and frustrates customers. An AI-powered intelligent assistant can quickly sift through large volumes of content to extract key insights.
See how customers are succeeding with Customer Information Management for Banking.
See more success storiesExplore the component options for a private cloud customer information management solution.
Explore the component options for a public cloud customer information management solution.
Add AI-powered analytics to enhance your customer information management solution.
OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.