OpenText brings decades of expertise to help you unlock data, connect people and processes, and fuel AI with trust
Unify data seamlessly across your enterprise to eliminate silos, improve collaboration, and reduce risks
Get AI-ready and transform your data into structured, accessible, optimized information
Meet regulatory and compliance requirements and protect your information throughout its lifecycle
OpenText helps people manage content, automate work, use AI, and collaborate to boost productivity
See how thousands of companies around the world are succeeding with innovative solutions from OpenText™
Our people are our greatest asset; they are the life of the OpenText brand and values
Learn how we aspire to advance societal goals and accelerate positive change
Find a highly skilled OpenText partner with the right solution to enable digital transformation
Explore scalable and flexible deployment options for global organizations of any size
Local control. Global scale. Trusted AI
Your cloud, your control
Free up resources, optimize performance and rapidly address issues
Run anywhere and scale globally in the public cloud of your choice
See information in new ways
AI that understands your business, your data, and your goals
Say hello to faster decisions. Your secure personal AI assistant is ready to get to work
Gain better insights with generative AI for supply chains
Power work with AI content management and an intelligent AI content assistant
Improve your security posture with AI cybersecurity and agile threat detection
Enable faster app delivery, development, and automated software testing
Elevate customer communications and experiences for customer success
Empower users, service agents, and IT staff to find the answers they need
See information in new ways
AI that understands your business, your data, and your goals
Say hello to faster decisions. Your secure personal AI assistant is ready to get to work
Gain better insights with generative AI for supply chains
Power work with AI content management and an intelligent AI content assistant
Improve your security posture with AI cybersecurity and agile threat detection
Enable faster app delivery, development, and automated software testing
Elevate customer communications and experiences for customer success
Empower users, service agents, and IT staff to find the answers they need
Predict, act, and win with real-time analytics on a smarter data platform
Give users access to the answers they need, faster and easier, with multi-repository AI-based search that lets you contextualize everything from clicks to conversations
Connect once, reach anything with a secure B2B integration platform
Reimagine knowledge with AI-ready content management solutions
Supercharge intelligent workspaces with AI to modernize work
Integrated cybersecurity solutions for enterprise protection
Purpose built data protection and security solutions
Reinvent threat hunting to improve security posture with the power of agile AI
Ship better software—faster—with AI-driven DevOps automation, testing, and quality
Reimagine conversations with unforgettable customer experiences
Get the clarity needed to cut the cost and complexity of IT operations
Redefine Tier 1 business support functions with self-service capabilities from private generative AI
Build custom applications using proven OpenText Information Management technology
Build it your way with OpenText Cloud APIs that create the real-time information flows that enable custom applications and workflows
Protect what matters, recover when it counts
Get greater visibility and sharper insights from AI-driven information management. Ready to see how?
Break free from silos, streamline processes, and improve customer experiences with secure information management for AI
Improve efficiency, security, and customer satisfaction with OpenText
Run processes faster and with less risk
Achieve digital transformation with guidance from certified experts
Modernize your information management with certified experts
Unlock the full potential of your information management solution
Turn support into your strategic advantage
Extend IT teams with certified OpenText application experts
Discover training options to help users of all skill levels effectively adopt and use OpenText products
Modernize your information management with certified experts
Unlock the full potential of your information management solution
Turn support into your strategic advantage
Extend IT teams with certified OpenText application experts
Discover training options to help users of all skill levels effectively adopt and use OpenText products
Information is the heartbeat of every organization. We build information management software so you can build the future
OpenText partners with leading cloud infrastructure providers to offer the flexibility to run OpenText solutions anywhere
OpenText partners with top enterprise app providers to unlock unstructured content for better business insights
Discover flexible and innovative offerings designed to add value to OpenText solutions
Discover the resources available to support and grow Partner capabilities
Get expert product and service support to accelerate issue resolution and keep business flows running efficiently
Explore detailed services and consulting presentations, briefs, documentation and other resources
Managing customer information effectively is critical to achieve digital transformation in banking. An integrated approach to managing customer information, enhanced through AI and process automation, delivers relevant data to sales and service teams when and where they need it.
Customer Information Management for Banking integrates CRM systems and enterprise content management to connect all customer touchpoints and deliver a 360-degree customer view. An added layer of banking automation and generative AI content management gives employees more time to focus on next-level customer service.
Help bank employees access relevant customer information quickly and easily so they can focus on delivering superior customer service experiences.
Boost banking customer onboarding and service requests with instant access to customer information across all touchpoints, straight from your CRM or case management apps.
Spend less time searching for relevant customer information—using banking automation and generative AI content management leaves more time for delivering 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 issues, employees must often search various systems for information. This delays resolutions and frustrates customers. An intelligent assistant using generative AI content management can quickly sift through content to extract key insights.
See how customers are succeeding with digital banking solutions for customer information management.
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.