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OpenText Exstream for Financial Services

Customers demand convenience from banks, investment firms, credit card providers, and other financial services organizations, which means it’s critical to deliver account balances, statements, and loan statuses across preferred channels and devices. OpenText Exstream offers solutions for financial services organizations, to help you create compelling, meaningful communications that empower customers to make better decisions.  OpenText Exstream also offers industry solutions for healthcare, insurance, print service providers, public sector, telecommunications, and utilities.

Features

Enhance the customer experience

Transform simple communications into meaningful conversations. Adapt to customer demand with one solution for electronic and print communications, ranging from visually appealing statements that simplify complex information, to personalized email and SMS notifications.

Multichannel communications

Take advantage of electronic channels without compromising stringent delivery requirements. Design and deliver easy to understand statements, account summaries, letters, and more via customer-preferred delivery channels and devices.

Faster customer on-boarding

Eliminate error-prone manual processes and paper-based workflows. Now you can dynamically and automatically compose, personalize, and produce all of the documents necessary for new account openings, welcome kits, new product information packages and more.

Benefits

Multichannel customer engagement

Personalize your customer communications across customer-preferred channels and mobile devices.

Targeted content

Easily market targeted products and services to high growth, high net worth customers.

Ensure brand consistency and regulatory compliance

Ensure consistent branding across channels, remain compliant with regulations, and preserve document fidelity. Easily manage content inclusion or exclusion based on effective dates and jurisdictions with automated compliance support.