Total Experience for Financial Services

Drive customer and employee satisfaction, brand loyalty and revenue growth

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See how total experience provides a better experience for all parties involved

Banking and insurance customers expect trusted, relevant and personal experiences. To stay competitive, Financial Service Institutions (FSIs) must deliver total experiences, providing consistent, seamless interactions for customers and employees across all touchpoints. Yet, with information stored across various systems, FSIs have limited visibility into the complete customer lifecycle, resulting in fragmented interactions, errors and service delays.

Total Experience for Financial Services consolidates information into a single customer view to elevate engagement and service across all delivery channels.

Key benefits

Provide all employees enterprise-wide with a single view of the customer and the information to efficiently and intelligently deliver a seamless customer experience.

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    Gain customers for life

    Build lasting relationships by providing exceptional experiences and targeted communications across all channels.

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    Empower employees to deliver for customers

    Deliver better customer experiences by providing employees with the necessary information to make smarter decisions and enhance collaboration.

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    Improve the customer journey

    Enhance customer journeys with AI-driven intelligence, real-time analytics and personalized interactions through intelligent self-service.

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    Manage risk and compliance

    Support compliance and governance while keeping data live and accessible for daily operations.

Business impacts

  • Customer insights

    Employees need full visibility into customer history, preferences and behavior to provide efficient service and spot upsell opportunities. Data silos and disparate systems limit what they can see. Integrate data sources for a complete customer view.

  • Customer focus

    Employees must perform data entry and other repetitive tasks. These manual processes use up time that could be spent on high-value, customer-focused work. Automate and digitize paper-based processes.

  • Coordination and collaboration

    Sales, marketing and operations teams are all part of the customer experience. Without a central way to manage customer data, customers can receive mixed messages. Bring everyone into alignment with a single, real-time customer view.

  • Security and compliance

    People across the enterprise need 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.

  • Employee productivity

    To resolve customer issues, employees often have to search for information stored across various systems and business lines. This delays resolutions and frustrates customers. Consolidate data to increase efficiency and customer satisfaction.

  • Gain a competitive advantage

    Customer experience is a top priority for businesses. Delivering superior customer experiences requires personalized messaging. Delight your customers across their journey with rich and relevant experiences for all channels.

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Explore the components of the solution


OpenText Total Experience for Financial Services solutions include a simplified, composable platform and components can be plugged in as needed.

Professional Services

OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.

Total Experience for Financial Services resources

Effective customer information management builds better digital experiences

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Total Experience for Financial Services

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The power of the challenger mindset

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Building a strong customer experience

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Data and analytics: The foundation of digital transformation

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Transform banking with total experience

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Break through barriers to build Total Experience

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