skip to main content

Ohio National Financial Services Advances Its Digital Customer Engagement Strategy with OpenText

OpenText Experience Suite Streamlines Digital Content Creation and Delivers Personalized, Responsive Customer Experiences

Waterloo, ON – 2017-3-28 – OpenText™ (NASDAQ: OTEX, TSX: OTEX), the global leader in Enterprise Information Management (EIM), today announced that Ohio National Financial Services, which markets a variety of insurance and financial products in 49 states (all except New York), the District of Columbia, Puerto Rico and through affiliated operations in South America, has selected OpenText to advance its digital customer engagement strategy. With OpenText, Ohio National is able to streamline digital content creation and deliver personalized, responsive customer experiences.

Following the growth of a new distribution line in 2000, Ohio National set a goal to personalize online resources for its financial professionals and partners. The company implemented a solution that, in time, proved unwieldy and difficult to use for its increasingly complex workflow requirements. The company made the decision to revamp the initial installation and formed a cross-departmental team to evaluate solutions that would better meet the company’s growing requirements. Narrowing a list of 40 solutions down to six, then to three, Ohio National ultimately chose OpenText Experience Suite as its content management and portal solution.

“The customer experience is hugely important and we’ve been doing it for more than a century,” said Christopher Spanier, second vice president, Marketing Technology at Ohio National. “Now, the challenge is setting up a website experience that allows our visitors to feel the same connection and get the same level of personal care and know that we are here for them. OpenText did a phenomenal job helping us respond to that need.”

Ohio National now manages 11 core web sites with OpenText Web Experience Management and OpenText™ Portal, engaging with millions of visitors per year. The sites have more than 200,000 registered users, directed toward specific groups from financial professionals to policyholders or the general public. With information tailored and filtered based upon profiles, policyholders view only the insurance and claim forms relevant to them.

“It’s all about who you need to be for the audience when they come to you and OpenText has really enabled us to do that,” said Spanier. “OpenText allows us to make a connection with the user to show that we know a little about them. Our biggest hits on the websites are those interactive pieces where OpenText gets you the information and gets you on your way.”

According to Spanier, “The integrated suite was implemented in five months, stayed within budget, and enabled end users to continue working with minimal disruption. Now, with OpenText handling the complex workflows through a streamlined review process, we save hundreds of hours every year that were previously spent reviewing and publishing content.”

OpenText Experience Suite supports personalized, responsive connections for Ohio National’s financial professionals and customers. Financial professionals can easily check the status of a policy that is in underwriting or target clients that need atten¬tion. Using Portal, the company can access documentation from an expand¬ing library of nearly 40,000 content assets. Content is used and re-used while adhering to retention schedules and forming a reli¬able audit trail.

Spanier concluded, “This project was a powerful example of how OpenText can supplement a company’s in-house team and, working together, can meet some very aggressive goals. We are in such a better place with significant potential to build and extend both internally and externally. This is the foundation that we’re going to continue to grow from.”

About OpenText
OpenText enables the digital world, creating a better way for organizations to work with information, on premises or in the cloud. For more information about OpenText (NASDAQ: OTEX, TSX: OTEX) visit

Connect with us:
OpenText CEO Mark Barrenechea’s blog
Twitter | LinkedIn | Facebook

Certain statements in this press release may contain words considered forward-looking statements or information under applicable securities laws. These statements are based on OpenText's current expectations, estimates, forecasts and projections about the operating environment, economies and markets in which the company operates. These statements are subject to important assumptions, risks and uncertainties that are difficult to predict, and the actual outcome may be materially different. OpenText's assumptions, although considered reasonable by the company at the date of this press release, may prove to be inaccurate and consequently its actual results could differ materially from the expectations set out herein. For additional information with respect to risks and other factors which could occur, see OpenText's Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and other securities filings with the SEC and other securities regulators. Unless otherwise required by applicable securities laws, OpenText disclaims any intention or obligations to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

Copyright ©2017 Open Text. OpenText is a trademark or registered trademark of Open Text. The list of trademarks is not exhaustive of other trademarks. Registered trademarks, product names, company names, brands and service names mentioned herein are property of Open Text. All rights reserved. For more information, visit: .

Further information:
Jeff Neal
+1 (925) 600-5114